I have always had a passion for learning and helping others save money and ensure they are building a better financial future. This passion and eagerness brought me to recognize that every client has individual needs. I dedicate myself to understand and appreciate each client situation before making recommendations.
I graduated with an engineering degree and then later on obtained an MBA with dual concentration in Finance and Management. In 2024, I graduated from the prestigious Main Street Tax Advisory program (MSTP) offered by Mark Kohler. Throughout the last 19 years I have worked on various cases that have allowed me to put into practice the knowledge gained and seen the impact of my work.
When I am not helping clients building a better financial future, you can find me in the trails or traveling with my daughters, wife, and dog. My professionalism, knowledge, and empathy are my key strengths. I consult with a hybrid approach, guiding clients on practical strategies that not only save them money, but also create a legacy for their loved ones. For more information, visit http//www.tolosawealthmanagement.com
Licensing & Credentials
Services Offered
Tax Specialties
