Jonatán Toledo , MDiv

My colleague, mentor, and friend, Samuel Afari-Aikins. He believed in me when I doubted myself. He saw some potential and took a chance and gave me the opportunity of a lifetime.

I am a culturally sensitive, bilingual professional who is accessible. This is integral to addressing the financial disparities in our society. Being able to provide comprehensive financial planning and engage individuals and families regardless of the level of assets is my passion.

I strive to be known as a man of integrity. An ally who serves as a second set of eyes and thought partner helping individuals evaluate different options and potential outcomes.

The people. Highly competent and seasoned professionals willing to help those who need it most. Furthermore, the wholistic approach to not only manage a client’s portfolio, but to also look at tax, insurance, estate planning and so many other areas and together paint a bigger picture.

I spend time outside of work sharing life with people by volunteering and understanding the needs of the community around me. I love availing myself as a resource to share my knowledge and resources with those who can’t afford a traditional financial planner.

My best day is when I sit with a client and share a piece of information they did not know before, empowering them to thinking for themselves and share the knowledge with others.

Competent professionals willing to give of their their time and resources to sit down and empower the least fortunate. Passing on our knowledge and empowering others has the potential to transform someone’s family tree.