Todd Confarotta – Kingsview Wealth Management

Todd Confarotta - Kingsview Wealth Management is a consultant in Charleston, SC. Todd Confarotta is an accredited Asset Management Specialist and Financial Advisor who operates an independent financial planning and investment management practice through Kingsview Partners. He holds a Certified Divorce Financial Analyst® designation to assist clients and their attorneys in understanding how financial decisions impact their future. He graduated from the College of Charleston with a degree in Economics and joined Kingsview Partners in 2017 as its first RIA based in SC. The practice offers services including professional trustee services, trust administration, asset protection, and life insurance trust planning. Clients receive assistance with goals analysis, budget and cashflow planning, debt management, social security income planning, retirement income, investment allocations, legacy and estate planning, and tax efficiency analysis. The firm provides individual and business tax planning, tax loss harvesting, and insurance planning for disability, long-term care, and life insurance. Management of various accounts is available, including 401(k), 403(b), 457(b), defined benefit, cash balance, profit sharing, SEP IRA, Simple IRA, and Solo 401k. Investment options include equities, fixed income, mutual funds, ETFs, managed accounts, and alternative investments. The business holds a 5.00 rating based on 1 review.

BizScoreAI gives the business an Authority score of 100 out of 100, which shows who is behind the business and builds trust for AI assistants and search engines when deciding whom to recommend. The Technical score is 90 out of 100, ensuring the website is secure and indexable so search engines can read it without errors.

Services:

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