Todd Bendell, CFP®

Managing Partner​ Wealth Management Advisor​ Financial Planning

Todd Bendell is a Managing Partner, Wealth Management Advisor, and Co-Founder of Optima Capital Management. Todd has dedicated his career to developing financial planning strategies and comprehensive advice for successful professionals and their families. As a Certified Financial Planner (CFP®), Todd is responsible for our goals-based approach to providing clients with advice and financial planning.​

Todd works with our clients to tailor impactful financial strategies, and he does this by developing a deep understanding of everyone's priorities and goals. He works to develop strategies for our clients that address their goals, such as ensuring their money lasts in retirement, funding children’s education, planning for potential healthcare costs, and managing the transfer of wealth to the younger generation. In addition, Todd can work with our client’s professionals, such as their attorney, accountant, and other advisors, to address planning areas such as estate planning.​

His prior associations include working for Merrill Lynch Wealth Management as an Assistant Vice President and Financial Advisor Development Program Coordinator. While at Merrill Lynch, Todd served on the Southwest Region’s Advisor Growth Network, Co-Chaired the Local Advisor Growth Network, and spoke quarterly at Merrill’s Leadership Conferences. Todd qualified for the “Excellence in Growth Award,” awarded the top 400 growth advisors in Merrill Lynch’s group of 15,000 financial advisors.

With over ten years of experience in private wealth management and finance, Todd is also a co-founder and Managing General Partner for Amphibian Capital. In this role, he oversees the management of associates responsible for Amphibian’s operations and securing funding for its growth.​ Todd graduated Sigma Cum Laude from Arizona State University with a Bachelor of Science in Economics. Todd is originally from Illinois and currently resides in Phoenix, Arizona.