Univest News

Welcome Todd Feder, CFA, CFP®

Get to know Todd:

Name: Todd Feder, CFA, CFP®
Current title: Vice President and Senior Retirement Plan Consultant at Girard, a Univest Wealth Division

What is your specialty or area of focus?
I focus on helping businesses with their retirement plans enabling employees to save for retirement. I have more than 10 years of experience within the retirement planning segment, and I maintain specific licenses and professional designations that enable me to provide these services.

Tell us about your professional experience
I have more than 23 years of experience in the financial services industry. Most recently, I was a Managing Director for National Life.

I graduated from Lafayette College with a double major in economics and business and government and law. I also received a master’s degree in finance from Lehigh University. I hold FINRA series 7 (General Securities Representative), 24 (General Securities Principal), 53 (Municipal Securities Principal), and 63 (Uniform Securities Agent) licenses as well as a Life, Accident and Health Insurance license for PA.

What are your interests outside of work? 
Outside of work, I spend time taking my daughter to and from lacrosse, local and travel. I enjoy spending time at Lake Hauto, cooking and reading.

Do you have a favorite quote or motto that you live by?
“Lies, damned lies, and statistics” – some say this is from Mark Twain, others say it is unattributed.

Personal details?
I live in Sellersville with my wife of 20 years and our children.

Investment advisory services offered through Girard Advisory Services, LLC. Securities products, insurance products and brokerage services offered through Girard Investment Services, LLC, a registered broker-dealer and member of FINRA and SIPC, and a licensed insurance agency. These affiliated companies are licensed subsidiaries of Univest Financial Corporation.

Investment products and services are not FDIC insured, not a bank deposit, not bank guaranteed, not insured by any federal government agency and are subject to risks, including possible loss of any principal amount invested.