Archive: Upper Tier

Archive: Upper Tier

Sharon Santopadre

Sharon Santopadre, CPA, FPQP™Director of Client Experience A seasoned financial services professional with nearly three decades of experience, Sharon Santopadre is truly working her dream job every day as she strives to help turn clients’ retirement dreams into a reality. At Creidim, Sharon assists in constructing portfolios to help clients address their more

Todd Bessey

Todd Bessey, CFP®, MBAFounder | Wealth Advisor A tenured and credentialed wealth advisor with over 30 years of experience, Todd Bessey has dedicated his practice to helping retirees, independent women, and business owners manage complex financial planning needs. Todd’s mission is simple: To serve his clients in the most caring, comprehensive and more

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