Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
As the owner of Chesapeake Investment Planning, Todd Wilhoit provides his individual and business clients with quality, personal and professional financial planning advice, investment management, and insurance planning services. Todd has worked in the finance industry for more than 16 years and is passionate about helping individuals develop a pathway to financial independence now and for the future. Todd is a Certified Retirement Planning Counselor as well as a graduate of Eastern Kentucky University where he obtained a Bachelor of Science degree in Finance. He resides in Stevensville, Maryland...
David Magayna (CRD# 4597531) is an Investment Advisor Representative working at H. Beck, Inc. in Stevensville, MD and has over 15 years of experience in the finance industry. David Magayna has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Scott Butler (CRD# 4780682) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Stevensville, MD and has over 13 years of experience in the finance industry.
Ernest Brittingham (CRD# 30929) is an Investment Advisor Representative working at Bayview Investment Counsel, Inc. in Stevensville, MD and has over 30 years of experience in the finance industry.