Oreste Todo began his career as a captive life insurance professional, where he developed a strong foundation in helping families protect their loved ones through proper coverage and risk management. Over time, his passion to serve families grew beyond protection alone, leading him to focus on comprehensive financial strategies that support long-term wealth building and retirement security.
Today, Oreste is committed to helping families implement tax-efficient financial strategies designed to grow their assets while creating reliable and predictable income for retirement. His approach emphasizes addressing the most critical financial needs—protecting income, reducing tax impact, and building guaranteed or stable income streams to support essential retirement expenses.
As a Senior Financial Associate, Oreste’s mission is to help families move beyond basic protection toward a more complete financial plan that builds confidence, stability, and long-term financial independence.
Contact Details
Email: okenyitodo87@gmail.com
Phone: +1 (469) 996-2526
Location: Dallas, TX
