For more than three decades, Todd N. Robison, CLU has built his practice around one core belief: when advice is truly aligned with the client—not the carrier—outcomes are objective, more durable, and better understood.
Since 1992, Todd has specialized in designing income and estate tax strategies for high-net-worth individuals and business owners, focusing on wealth transfer, asset protection, executive benefits, and tax-driven insurance planning. His approach is grounded in disciplined fact-finding, coordination, and execution—ensuring every recommendation fits within the client’s broader financial picture.
An honors graduate of the Wharton School of the University of Pennsylvania, Todd combines technical expertise with a practical, personalized, relationship-driven style. He is an American College Chartered Life Underwriter (CLU) and has been a longstanding member of the Million Dollar Round Table™ Top of the Table and the Association for Advanced Life Underwriting, reflecting his commitment to the highest standards of client service and professional integrity.
At Cedar Point Financial Services LLC, Todd’s philosophy continues to shape the firm: ask better, deeper questions upfront, partner closely with the client’s advisory team, and design strategies that hold up through every stage of life and business.
Outside the office, Todd is deeply rooted in his community and family life—whether on the water, on the pickleball court, or volunteering his time.
Todd is a member of Sigma Alpha Mu Fraternity and Birchwood Country Club. Todd is Director of the Westport Chapter of the National Association of Divorce Professionals and is very active in the Exit Planning Exchange and the Estate Planning Council of Lower Fairfield County where he was President and on the Board for many years. He was also on the Board of the Federation for Jewish Philanthropy of Upper Fairfield County, the Board of the Jewish Community Foundation, and on the Board of Temple Shalom in Norwalk, CT. He is a member of the Wharton Club of New York and the Penn Club of New York and is a former Officer of the Penn Club of Fairfield County.