Tri-cities Influencer Podcast With Paul Casey

Join us as we chat with Todd Halterman. He is the founder of Pacific Crest Planning.  He began his career in financial services in the 1990s after seeing his two grandmothers struggle with the financial impact of losing their spouses in retirement. Todd grew up in both the Tri-Cities and Yakima communities.  After graduating from Eisenhower High School in Yakima, he enlisted in the United States Navy.  He is a veteran of the First Persian Gulf War,  and was deployed to the Middle East and Asian on an aircraft carrier.    After his career in the Navy, Todd served the public as a paramedic and firefighter before losing his two grandfathers in the same year.  After losing his grandfathers and assisting his two grandmothers with their deceased spouses’ estates, Todd felt the financial services industry was too complicated, complex, and frustrating to navigate for the average person.  This lead to his decision to leave his career as a firefighter and paramedic and join the financial services industry with a missio