Todd Micciche
Todd Micciche
Financial Advisor
(503) 423-8683
11200 SW Barnes Road
Portland, OR 97225
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My Background

As a Financial Advisor located at Unitus Community Credit Union I have the honor of working with credit union members, their family and their friends. Over the course of my career, I've developed consultative relationships with my clients and helped them make sound financial decisions that are consistent with their risk tolerance, investment timeline and goals. Working together, we create a customized plan to help achieve three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) the transfer of your assets in the most advantageous manner. Depending upon your unique family or business situation, your individualized plan may also include development of a trust or more in-depth estate planning, for which I have undergone advanced training in order to accommodate.

In today's fast paced world, many people do not have the time, energy, or desire to do adequate research, monitoring and management of their investments. Additionally, when your net worth reaches a certain level (generally $100,000 or more), your needs become more complex and often require a higher level of service. A personalized management approach to your portfolio may be the right choice for you. Here's a sampling of what you receive when you choose professional management of your investments:

  • Access to institutional investment professionals 
  • Enhanced diversification options 
  • Timely, action-oriented management of your wealth 
  • Access to trust services and estate planning

If you'd like your portfolio to have the special attention your investments deserve, then let's get together and discuss your unique situation and your options.

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent. 

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My Education and Professional Designations

  • Bachelor of Science, Finance Degree
    Portland State University
    December 2004

  • Master of Business Administration, Finance
    Portland State University
    March 2009

Professional Services
  • Financial Planning
  • Education Funding
  • Wealth Management
  • Retirement Planning