Fabiola Toro, CRPC®
Associate Financial Advisor
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ABOUT
I am a Chartered Retirement Planning Counselor (CRPC®) with over 5 years of experience specializing in retirement planning. My experience includes crafting personalized financial plans, guiding investment decisions, and managing adaptable plans to accommodate evolving objectives and needs. Together we will create a tailored financial roadmap that aligns with your unique short-term and long-term goals.
QUALIFICATIONS
- VP, Financial Solutions Advisor at Bank of America/Merrill Edge (2018-2024)
- Relationship Manager at Bank of America (2016-2018)
- Holds the Chartered Retirement Planning Counselor designation
- Holds FINRA Series 7, 66 and 9 securities licenses with LPL Financial
- Holds Florida life & health insurance licenses
EDUCATION
Graduated from the University of South Florida with a degree in Marketing.
PERSONAL
My hobbies include outdoor activities, volunteering, spending time with my family and finding ways to have a better and healthy life.
CRPC conferred by College for Financial Planning.