Brian M. Todaro, CFP®

Professional

Brian serves as a Wealth Management Advisor at Kathmere Capital Management, bringing over five years of experience in helping clients organize and achieve their financial goals.

In his role, Brian oversees the day-to-day operations of Kevin McDermott’s practice within the firm, serving as a key relationship manager to many of Kevin’s clients. He provides personalized guidance and support, backed by a deep understanding of each client’s unique financial situation. Brian is a consistent and reliable resource, focused on building high-quality, enduring partnerships through thoughtful engagement and trust.

In addition to his advisory work, Brian has also taken a leadership role in KCM Growth Partners, Kathmere’s new expansion initiative. He focuses on expanding the firm’s reach to select financial planners and advisors seeking the benefits of the RIA model, growth opportunities, and strategic guidance on managing or transitioning their practice.

Prior to joining Kathmere, Brian gained hands-on experience during an internship at an investment management firm, where he discovered his passion for wealth management through participation in a financial planning competition.

He earned a Bachelor of Science degree in Actuarial Science from The Pennsylvania State University and holds the Certified Financial Planner (CFP®) designation.

Personal

Brian enjoys being active with his family and friends. Some of his favorite activities are playing golf at Rolling Green in the summer and hitting the slopes to ski in the winter. He is a Philly sports enthusiast and on Saturdays in the fall he can be found in Beaver Stadium with 107,000 of his closest friends.