Dodd Wealth Management

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Dodd Wealth Management Insurance, Investments and Financial Planning Member FINRA/SIPC. www.finra.org, www.sipc.org.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs. The financial consultants at Dodd Wealth Management are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.doddwealth.com.

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
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Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
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Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

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In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

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Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Do you have a will? Is it updated?
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Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

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Learn a little about worldwide currency in this fun infographic

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Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

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08/27/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
08/20/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

Address

465 E Fir Avenue , Suite 105
Fresno, CA
93720

Opening Hours

Monday 6:30am - 5pm
Tuesday 6:30am - 5pm
Wednesday 6:30am - 5pm
Thursday 6:30am - 5pm
Friday 6:30am - 1:30pm

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