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Todd Ballenger

Hi, I'm Todd Ballenger.

Todd Ballenger's Bio:

Todd Ballenger has over 21 years experience in the financial services industry as a licensed securities, insurance, real estate, and mortgage lending professional. He's a serial entrepreneur. Todd founded three companies; Capital Savings Co, Inc., Advantage Capital Mortgage, USA, and PlanMax Financial. These three companies closed over $2 billion dollars in residential and commercial loans before being rolled into a Nasdaq IPO in 1999. Todd is considered an industry pioneer in the area of capital market and credit market convergence, and has published courses on lending and equity management currently taught as approved courses for Realtors, Appraisers, Builders, CFPs, CPAs and Lenders in over 42 states. Todd speaks regularly about how financial advisors and lending professionals can work together to create a unique experience for the client through proper education at the time of a home purchase, or refinance when financial information is readily available. Todd was a two-time Inc. 500 winner, a three time KPMG Fast 50 winner, and the 1998 NC Mortgage Lender of the year. Todd was awarded the 2003 '40 Under 40' award by the Triangle Business Journal as one of the top 40 leaders in the Research Triangle Park. Todd has a business degree from the University of North Carolina, and taught an Entrepreneurship program at UNC. Todd is the author of Borrow Smart Retire Rich, Crossing the Balance Sheet, and a variety of regularly published articles. Todd provides consulting services for a number of the nation's top financial institutions - in addition to his work mentoring financial advisors and mortgage lenders who want to incorporate or give back through financial education at NIFE (a non-profit focused on giving back through financial education).

Todd Ballenger's Experience:

Todd Ballenger's Education:

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