Gabriel A. Toledo, CFP®, CPWA®

VP - Financial Consultant

+1 201-967-3605

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Private Wealth Advisor®

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • AVP - Financial Solutions Advisor, Merrill Edge, 2019-2021
  • Financial Advisor, Merrill Lynch, 2017-2019
  • Registered Representative, AXA Advisors, 2017-2017

Education

  • B.S. Finance, University of Delaware

Personal interests and affiliations

  • Bergen County Estate Planning Council
  • Special Olympics of New Jersey, Coach

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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