Todd Oberlin

Todd Oberlin: Email & Phone Number

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Wealth Advisor at Terramar Wealth|Carlsbad, California, United States

Position:

Wealth Advisor at Terramar Wealth

Location:

Carlsbad, California, United States

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Last updated: 2026-07-03
Updated: 2026-07-03

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Work Experience 29 years

Wealth Advisor at Terramar Wealth

May 2024 - Current

Financial Advisor at OSAIC Certificaciones RETIE

Sep 2023 - May 2024

Financial Advisor at SagePoint Financial

Oct 2005 - Aug 2023

Financial Advisor at SunAmerica Securties

Feb 2005 - Sep 2005

Financial Advisor at Jefferson Pilot Financial

Dec 2000 - Oct 2004

Financial Advisor at Commonwealth Financial Network

Apr 1999 - Nov 2000

Financial Advisor at Tower Equities

Aug 1998 - Mar 1999

Financial Advisor at PRUCO SECURITIES, LLC.

Jul 1997 - Jul 1998

Todd Oberlin started working in 1997, then the employee has changed 7 companies and 1 job. On average, Todd Oberlin works for one company for 3 years 7 months.

Their professional focus is Account Management, Alternative Investments, and Financial Analysis across 3 core areas.

Todd holds Chartered Life Underwriter® certifications.

Education

Grossmont College

The American College of Financial Services

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