Meet Todd Wright - PlanChec(k) CPAs

Todd Wright


Todd Wright

After working for 15 years in the retirement plan industry, co-founder Todd Wright brings both value and experience to PlanChec(k) CPAs. He is proud to have played a part in helping ERISA boards and committees develop a sound and reliable fiduciary process.

In the past, Todd served as Managing Director of a multi-billion-dollar asset management firm. In this position, Todd was responsible for overseeing business development initiatives as well as leading the firm’s Retirement Plan Advisory Division. He also held the position of Retirement Plans Division Regional Vice President of a Fortune 100 financial services firm. Here, he performed in the top tier of the national sales team while consistently exceeding sales goals. Todd is now the proud co-founder of PlanChec(k) CPAs.

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Bachelor of Science in Business with a concentration in Economics, Virginia Commonwealth University.

Areas of Expertise

  • Help clients develop a sound, prudent fiduciary process
  • ERISA plan service provider evaluations, search, and benchmarking
  • Former Regional Vice President of fortune 100 financial services firm’s Retirement Plans Division
  • Former Managing Director of a multi-billion-dollar asset management firm