John Todd III, Life Insurance Agent
John Todd III
Northwestern Mutual
Life Insurance Agent Licensed in CA, AZ, CO, CT, FL, GA, HI, ID, IL, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA and WI
31+ Years of Experience
Contact Details
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Location
San Diego, CA
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Website
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LinkedIn
John Can Help With:
About Me
John Todd is the Founder of Coastal Heritage Wealth Management and Insurance Solutions and a Financial Advisor in the San Diego office of Northwestern Mutual. He is a 3rd generation Northwestern Mutual Advisor following his father and grandfather. John’s son John IV (Jack) joined John’s team in 2022 and is now an Entity Advisor and carries the NM Todd Legacy to the 4th generation.
John joined Northwestern in 1995 after a first career in Industrial Sales and Management. His practice today focuses on Comprehensive Financial Security Planning with emphasis on Executive Benefits, Business Succession, Retirement Distribution, Wealth and Risk management for closely held businesses and their owners.
John has received multiple industry and company awards including Life and Qualifying Top of the Table membership in the Million Dollar Round Table, National Quality Award, National Sales Achievement award, Forbes Top Financial Security Professional, and is a 15-time member of The Northwestern Mutual Forum.
John is a Past President of the San Diego Chapter of the National Association of Insurance and Financial Advisors (NAIFA) (2005), served on NAIFA California’s State Board of Trustees (2007-2009), and currently serves on the YMCA Gift Planning Advisory Council.
John has served on the NM Financial Representative Association (FRA) Board of Directors (2012-14), multiple FRA Committees, and is San Diego's Network Office FRA field liaison.
He is a Southern California native, a graduate of the University of San Diego, and lives in Carmel Valley with his wife, Cheryl, and sons, Jack and Andrew.