Image

Dan Toledo, CFA, CFP®

Wealth Advisor

Image

Dan Toledo, CFA, CFP®

Wealth Advisor

Background

B.A. Illinois Wesleyan University


Favorite Quote

"The man on top of the mountain didn't fall there."


Dan's Bio


Dan has over 10 years of experience in multi-generational wealth planning and portfolio management. Dan provides wealth management services for emerging high net worth and high net worth families - helping them to plan for and achieve their financial goals.

Dan joined Chicago Partners in September 2013. Dan formerly worked for Total Portfolio Management where he administered the portfolio accounting system, managed relationships with custodians and assisted in the development and execution of investment plans for clients.

Dan graduated from Illinois Wesleyan University with a Bachelor of Arts degree, majoring in Economics in May 2009. He completed the CFP certification program at Northwestern University and obtained his CFP® designation in 2014. In 2018 he obtained the Chartered Financial Analyst designation and is an active member of the CFA Society of Chicago.

Background

B.A. Illinois Wesleyan University


Favorite Quote

"The man on top of the mountain didn't fall there."


Dan Toledo, CFA, CFP


Dan has over 10 years of experience in multi-generational wealth planning and portfolio management. Dan provides wealth management services for emerging high net worth and high net worth families - helping them to plan for and achieve their financial goals.

Dan joined Chicago Partners in September 2013. Dan formerly worked for Total Portfolio Management where he administered the portfolio accounting system, managed relationships with custodians and assisted in the development and execution of investment plans for clients.

Dan graduated from Illinois Wesleyan University with a Bachelor of Arts degree, majoring in Economics in May 2009. He completed the CFP certification program at Northwestern University and obtained his CFP® designation in 2014. In 2018 he obtained the Chartered Financial Analyst designation and is an active member of the CFA Society of Chicago.