Todd Calamita, CFP®
We Help People Age 50+ Retire Successfully
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Serving Clients Nationwide
We Help People Age 50+ Retire Successfully
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Social Security
- Taxes
About Todd Calamita, CFP®
Todd Calamita started Calamita Wealth Management because he was tired of working in an environment where products and production mattered more than serving the client. He wanted to offer more robust financial planning that more effectively addressed the tax and retirement planning issues clients face.Todd earned his Bachelor of Business Administration in 1993 from Ohio University and his Master of Business Administration in 1997 from the Weatherhead School of Management at Case Western Reserve University in Cleveland, Ohio.
Todd holds the CERTIFIED FINANCIAL PLANNER™ designation. He has been featured in the Financial Bootcamp series on WCNC-TV, Charlotte’s NewChannel 36 and quoted in The Charlotte Observer. Todd has also been guest columnist for the Charlotte Weekly newspaper.
Todd met his wife, Teresa, while they were in college, and they have two young boys, Colin and Cameron. He enjoys rock climbing, swimming, and traveling, and he has a black belt in Tang Soo Do, a Korean martial art.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- Financial Planning Association
Primary Location
6135 Park South Drive Suite 510, Charlotte, NC 28210
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary 20-minute conversation. There’s no obligation, no sales pitch, just clarity. If you’re ready, pick a time that works for you and let’s talk about how your retirement plan can work just as hard for you as you did for it. I look forward to speaking with you.Offers Investment Management
Yes
About Calamita Wealth Management
Calamita Wealth Management is a registered investment adviser in Charlotte, North Carolina, providing fee-only financial planning, with a focus on retirement planning and investment management for pre-retirees and retirees, and specializing in Wells Fargo and Bank of America employees and executives, serving clients locally and nationwide.Whether you’re just starting to plan for retirement or you’re living the dream, we're here to help you reach your financial goals.
We combine comprehensive financial planning with disciplined investment management to help our clients optimize income, reduce taxes, and invest smarter. Our work starts with a deep understanding of your goals, cash flow needs, tax situation, and legacy priorities, allowing us to deliver advice that is personal, practical, and built around your life, not a generic template.
Our client experience is centered on a structured, thoughtful process that brings clarity and confidence to your financial decisions. We begin with a complimentary introductory call to ensure there’s a strong mutual fit, followed by a detailed analysis of your financial picture and the creation of a customized plan. Through our Business Plan for Life™, we integrate cash flow planning, tax strategy, investment positioning, and estate considerations into a cohesive roadmap that supports long-term decision-making and reduces uncertainty as retirement approaches.
When it comes to investing, we focus on building tax-efficient, diversified portfolios designed to support sustainable income throughout retirement. Our investment philosophy is grounded in academic research, discipline, and patience, not market timing or speculation. We emphasize thoughtful asset allocation, global diversification, and cost management, while continuously monitoring portfolios and making adjustments as your life circumstances and financial goals evolve.
Our firm is led by founder Todd Calamita, CFP®, whose decades of experience and fiduciary commitment guide everything we do. He is supported by a dedicated team of advisors, planning analysts, and client service professionals who share a common focus on delivering high-quality advice and responsive service. While our roots are in Charlotte, we work with clients across the country, partnering with those who want a trusted advisor to help them make smarter decisions and move forward with confidence.
Education
Weatherhead School of Management at Case Western Reserve University, Masters of Business Administration, Marketing, Policy | Central European University, Master of Business Administration - MBA | Ohio University, Bachelors of Business Administration, Finance, International Business, German
Hobbies and Interests
- Family
- Rock Climbing
- Swimming
- Traveling
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View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Divorce
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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We are a Charlotte, North Carolina, wealth management firm serving the local community and beyond.
