Todd Roselle, ChFC®, CFP®
Senior Associate/Financial Planner
vCard
Phone: (302) 366-0366 x103
Fax: (302) 454-9405
E-mail: todd.roselle@dsfg.com
Our Mission
Financial Life Plans for today with a clear vision for tomorrow.
Expertise
Todd Roselle is a Senior Associate and Financial Planner with Diamond State Financial Group and assists Individuals, Partners and Businesses in making educated financial decisions. He graduated Summa Cum Laude with a Bachelors Degree in Business and Magna Cum Laude with a Masters Degree in Business from Wilmington University. Todd has earned his Series 6, 63, 65, and 7 registrations as well as his Life, Health and Ethics Insurance licenses. Todd holds the Certified Financial Planner™ (CFP®) and the Chartered Financial Consultant (ChFC®) designations. Todd's practice focuses on retirement distribution strategies, as well as tax and estate planning for business owners and real estate minded individuals. Todd is a member of the Million Dollar Round Table (MDRT), which boasts the top 5% of Advisors from around the world. Todd has over 15 years of business experience and has been with Diamond State Financial Group since 2005. Todd has also been featured in The News Journal as a subject matter expert and has also been invited to speak to many groups such as the Delaware Bar and Board of Realtors, about Financial Planning.
Community Service
Todd is the Founder of the Delaware Mud Run held in Middletown, DE, and also serves as co-organizer of the event. The event rose over $700,000 for the Leukemia Research Foundation of Delaware since its inaugural year in 2009. He also serves as a Director on the Board for the Delmarva Power Federal Credit Union and has since 2006. In 2010 Todd joined the Foundation for Appoquinimink Schools Board where he serves as the Treasurer. Past service includes the board for the local chapter of the National Association of Insurance and Financial Planners (NAIFA).
Personal
Todd lives in Middletown, Delaware, with his wife Stefanie and daughters, Ashlyn and Avery. He enjoys golf, exercising at Crossfit First State in Middletown and has been an active member in the New Castle County Parks and Recreation Adult Soccer Leagues for over 15 years.
Quick Links
Contact Info
111 Continental Drive, Suite 306
Newark, DE 19713
Map and Directions
Phone: (302) 366-0366
Fax: (302) 454-9405
