Todd Brundage, CFP®, ChFC, GFP Fellow
Helping global executives maximize the value of their opportunities
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Serving Clients Globally
Helping global executives maximize the value of their opportunities
Areas of Focus
- Employee Benefits
- Equity Compensation Options
- Financial Life Planning
- High Net Worth
- Investment Management
- Retirement Planning
- Taxes
About Todd Brundage, CFP®, ChFC, GFP Fellow
Hi, I'm Todd Brundage. I am the Founder and President of Pacific Capital Works, and I am also a contributor on the radio show Your Money, jointly presented by The Wharton School of Business and Sirius XM.I have more than 20 years of experience working with global executives on strategy, investments, wealth planning, capital markets, and relationship management, all with the goal of helping maximize wealth.
Before founding Pacific Capital Works, I served as Vice President of Institutional Sales at D.A. Davidson and as Director of Capital Markets at the Robin’s Group. Both were institutional capital markets groups focused on supporting institutional investment managers and C suite executives in public companies.
During my tenure in these roles, I excelled at resolving market challenges that can impact small cap companies, executives who are heavily incentivized with equity in those companies, and investment managers seeking specific investment opportunities. My knowledge of company fundamentals, trading, strategy, and institutional relationships helped drive solutions for these groups and contributed to renewed interest in the stocks, improving valuations and liquidity.
In 2007, I was recognized as one of the top five performing contributors in the United States for directing a $50 million fund within the Marshall Wace TOPS program, one of the larger hedge funds in Europe, where success was measured by annual portfolio return. I began my post collegiate career as a US Army officer and was recognized for distinguished service in the Gulf War.
I earned an MBA from the Leeds School of Business at the University of Colorado Boulder and a Bachelor of Science from the University of Oregon. I am also a Certified Financial Planner (CFP), a Global Financial Planner (GFP USA), and a Chartered Financial Consultant (ChFC). In addition, I am a member of NAPFA and the Global Financial Planning Institute.
I live in Portland, Oregon with my wife, daughter, and son.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
- GFP Fellow
Affiliations
- Fee Only Network
- Global Financial Planning Institute
- National Association of Personal Financial Advisors
Primary Location
1155 SW Morrison St. Portland, OR 97205
Additional Locations
📍 525 3rd St Suite 200, Lake Oswego, OR 97034
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Pacific Capital Works
Pacific Capital Works is an independent financial services firm and registered investment adviser headquartered in Portland, Oregon. We operate with a fiduciary mindset and focus on delivering advice and guidance aligned with our clients’ best interests.We specialize in working with executives and high net worth individuals who want a more structured and strategic approach to managing their finances. The result: Our clients gain clarity and confidence in their financial lives so they can stay focused on what matters most personally and professionally.
Our ongoing service models are designed to support clients over the long term. We provide investment management along with more comprehensive wealth management services for individuals and families with more complex planning needs.
For clients who require a deeper level of coordination, we also offer a Virtual Family Office style experience. We designed this service approach to help manage multiple moving parts across a client’s financial life, bringing organization and oversight to more advanced wealth planning situations.
We are built to work with clients globally, using a flexible and cloud based approach to serve clients in different locations. We collaborate virtually while still offering the option to meet in person when appropriate.
In addition to our advisory services, we publish educational content and insights through our website to help clients stay informed. We support our clients with thoughtful planning, disciplined decision making, and a long term perspective.
Education
MBA, Leeds School of Business at the University of Colorado Boulder | Bachelor of Science from the University of Oregon
Hobbies and Interests
- Animals
- Basketball
- Cooking
- Eating Out
- Entertaining
- Exercising
- Family
- Football
- Gardening
- Golf
- Grilling
- Hiking
- Rock Climbing
- Running
- Skiing
- Snowboarding
- Soccer
- Sports
- Surfing
- Swimming
- Traveling
- Wine
- Working Out
- Yoga
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Expats
- Gen X
- Living in Retirement
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