What Makes Our Team Different?
We are acutely aware that financial services are not targeted to meet the needs of many communities – politically progressive, LGBTQ, racial and language minorities. With the bias towards conservative political orientation in the financial services industry, few advisors are inclined to focus on the needs of those that see and experience the world differently from them. We at Toler Financial Group seek to serve our whole community with integrity and independence.
We are acutely aware that financial services are not targeted to meet the needs of many communities – politically progressive, LGBTQ, racial and language minorities. With the bias towards conservative political orientation in the financial services industry, few advisors are inclined to focus on the needs of those that see and experience the world differently from them. We at Toler Financial Group seek to serve our whole community with integrity and independence.
To learn more about our Team members, click on their names.
Financial Advisor – CEO
Fran brings 18 years of experience to the exciting task of growing an innovative financial planning firm.
Associate Financial Advisor
Marcio brings a depth of experience in financial planning to the Toler Financial Group.
Operations Manager
Juanita is the key to our customer service and smooth operations!
