Our status as an independent Registered Investment Advisor means that we are not tied to any specific vendors or products, giving you access to a diverse lineup of plan choices. With our transparent fee structure, you can rest assured that the advice we give is objective, independent, and aligned with the best interests of your firm and your plan participants.
This means that you can self-assured that you have a partner whose primary focus is on ensuring that your retirement plan delivers the investment options, services, and provides the value that participants expect—allowing you to focus on managing your business.
Todd J. Kleinfeld joined Victoria Capital in September of 2019 to launch the firm’s 401k division. With his 23 years at Merrill Lynch and 5 years at Morgan Stanley as Corporate Retirement Director, he is one of the more prominent and reputable 401k Advisors.
Over his 28 years in the industry, he has mentored several financial advisors; demonstrating how to build, grow and maintain a 401k business. Additionally, he has been on the Speakers Panel for 401k conferences across the country. In 2010 and 2011, Todd was nominated Top 300 Most Influential 401k Advisors by 401kWire.com. He also holds his Series 7, 63, 65 and Futures Licenses.
Todd has earned the Chartered Retirement Plans SpecialistSM (CRPS®) designation.
Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans.