Professional Bio
STEVEN J. TOTO, CFP®
Investment Adviser Representative
Steve Toto is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement. He got his start in the industry in 1987 and started his own financial services firm in 2002. He treats his clients and prospective clients like family and truly enjoys helping people feel confident about their financial future.
Steve has passed the Series 6, 7, 24, 63 and 65 securities exams; holds life and health insurance licenses in Florida, New Jersey and Pennsylvania; and is a CERTIFIED FINANCIAL PLANNER™ professional.
Steve lives in Newtown, Pennsylvania, with Nina, his wife of more than 25 years. They have two college-age children. In his free time, Steve enjoys traveling with his family, playing golf and bike riding.
