Todd Confarotta – Kingsview Wealth Management

Todd Confarotta - Kingsview Wealth Management is a financial consultant in Charleston, SC, serving individuals and families with comprehensive financial planning, investment management, retirement planning, estate planning, tax planning, insurance planning, and business retirement solutions. The firm specializes in providing clear, detailed financial guidance tailored to each client’s unique goals and lifestyle. With a focus on ethical practices and client-centered service, Todd Confarotta offers expertise in wealth management, Certified Divorce Financial Analysis, and long-term financial strategy. He operates independently through Kingsview Partners, a firm known for impartial, holistic financial advice. The business has earned a 5.00 rating based on one verified review, reflecting strong client satisfaction.

Todd Confarotta is a graduate of the College of Charleston with a degree in Economics and brings over 22 years of experience in finance, beginning with a career in administrative roles at Interstate Johnson Lane. He became the first Registered Investment Advisor (RIA) based in SC when he joined Kingsview Partners in 2017. A certified Asset Management Specialist and Certified Divorce Financial Analyst® (CDFA®), he combines analytical precision with personal connection to help clients understand the financial impact of life decisions. His approach emphasizes transparency, education, and long-term planning, supported by services such as goals analysis, cash flow planning, investment allocation, and trust administration.

Located at 147 Wappoo Creek Drive, Suite 301, in Charleston, SC, the office sits within the city’s professional and commercial corridor. The building is situated near the Wappoo Creek area, a prominent natural feature in the region, and is accessible via major local roads.

The business is recognized for its thorough, well-documented online presence and a website that is clearly structured and optimized for search engines, enabling clients to easily access services, contact information, and planning resources. This level of clarity and accessibility supports a trusted client experience.

Todd Confarotta’s practice stands out in Charleston’s financial advisory community for its commitment to ethical standards, comprehensive service offerings, and personalized planning. His work continues to support clients in building lasting financial security.

Services:

• Business Planning
• Divorce Financial Analysis
• Estate Planning
• Financial Planning
• Insurance
• Investment Management
• Retirement Planning
• Tax Planning