Daniel Toledo

CFP®

Chicago Partners Wealth Advisors LLC

Financial Advisor

Daniel Toledo

CFP®

Chicago Partners Wealth Advisors LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Daniel Toledo, CFP®

(847) 866-9774

Fee-Only Financial Planner focused on serving the North Shore and Chicago, IL along with clients nationwide.

Daniel Toledo is a Chicago, IL fee-only financial planner. Chicago Partners Wealth Advisors LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Daniel Toledo is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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

Previously, I worked as a Financial Advisor at Waddell & Reed Financial Advisors and passed the Series 7 and Series 66 securities exams. I also worked as an intern for Northwestern Mutual and obtained Life & Health Insurance licenses during the summer of 2008.

I graduated from Illinois Wesleyan University with a Bachelor of Arts degree, majoring in Economics in May 2009. I completed the CFP certification program through Northwestern University and obtained my CFP® designation in 2014. Currently, I am looking to further my professional development by working towards the CFA designation.

Daniel Toledo is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning
  • Independent Advisor:  Chicago Partners is an SEC registered, independent investment advisor with 11 investment professionals managing over $1.2 billion for individuals, families, and institutions.
     
  • Experienced Professionals:  The average investment experience of our senior professionals is over 20 years.
     
  • Disciplined Process:  We combine rigorous academic analysis of the financial markets with our practical experience to develop well-thought-out investment plans that guide clients through evolving goals and market environments.  
  • Core Beliefs:
    • Risk & Return are related
    • Diversification reduces risk
    • Financial markets are efficient from a "beat the market" perspective
    • The asset allocation to equity vs. debt primarily determines risk and return
    • Managing emotions and filtering out noise are the most difficult challenges in investment management
    • Costs Matter 

 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Daniel Toledo is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Daniel Toledo is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Daniel Toledo

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Office Locations:

  • 1 N Wacker Dr
    Ste 4110
    Chicago, IL 60606
  • Evanston, IL

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