Todd Wokoske joined Professional Planning Group as a Financial Advisor in 2023. He works directly with clients to provide comprehensive wealth management services and retirement planning strategies based upon their individual goals and objectives. Todd is a member of the Investment Committee.
Prior to joining Professional Planning Group, Todd spent six years working as a Financial Advisor at Decisive Wealth Management in Warwick, RI, specializing in comprehensive financial planning. Previously, Todd was a Financial Advisor at the Bulfinch Group in Needham, MA and East Greenwich, RI.
Todd earned a Bachelor of Science in Finance from Bentley University and a Master of Science in Finance from Suffolk University. Todd holds the Series 7, 63 and 65.
Todd lives in Wakefield, RI with his wife Jen and their two children, Sara and Connor, and their dog, Crosby.
In his free time, he enjoys movies, watching baseball games, puzzles, traveling and spending time with family and friends.