Daniel Toledo
CFA®, CFP®
Chicago Partners Wealth Advisors
Partner
Daniel Toledo
CFA®, CFP®
Chicago Partners Wealth Advisors
Partner
Your wealth is your most important asset. We can help you create a custom investment, tax, and financial plan to make sure you're on track to reach your financial goals and objectives. - Daniel Toledo, CFA®, CFP®
Optimize the management of your wealth.
Daniel Toledo is a Chicago, IL fee-only financial planner. Chicago Partners provides comprehensive investment, management, tax planning, & financial planning to help clients optimize their wealth and more effectively reach their goals & objectives.
As a fee-only, fiduciary, and independent financial advisor, Daniel Toledo is never paid a commission of any kind and follows a legal and moral obligation to provide unbiased and trustworthy financial advice.
About Dan Toledo, CFP
I have more than 10 years of experience in multi-generational wealth planning and portfolio management. I Provide wealth management services for emerging high net worth and high net worth families - helping them to plan for and achieve their financial goals.
I take a consultative approach with clients, emphasizing objective, knowledge-based financial decision-making. My first priority is to educate and guide my clients towards a portfolio design based on facts and analysis, rather than impulse and emotion. I try to ensure that my clients understand not only what we are doing, but why we are doing it.
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.
I graduated from Illinois Wesleyan University with a Bachelor of Arts degree, majoring in Economics in May 2009. I completed the CFP certification program at Northwestern University and obtained my CFP® designation in 2014. In 2018 I obtained the Chartered Financial Analyst designation and am an active member of the CFA Society of Chicago.
Daniel Toledo is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
About Chicago Partners Wealth Advisors
Named a Top 300 Registered Investment Advisor (RIA) by the Financial Times 5 years in a row, Chicago Partners is a highly ranked wealth management firm.
At Chicago Partners, there is only one focus: optimizing the management of your wealth.
To that end, Chicago Partners created the 5-Step Wealth Optimization Process. The 5-Step includes:
- Investment Consulting
- Investment Management
- Tax Planning & Preparation
- Advanced Financial Planning
- Fiduciary Relationship
Each step optimizes a specific dimension of your wealth. Every client receives their own team consisting of a CFA, CFP, CPA, & J.D. to ensure each of their wealth management goals is on track.
As a client of Chicago Partners, you receive access to eMoney's Wealth Management System (narrated by Tom Selleck). Generally only used by ultra-high-net-worth individuals, Chicago Partners works with each client to build out a robust WMS system and plan.
If you are interested in learning more about Chicago Partners or receiving a complimentary Portfolio X-Ray, please contact me at dan@chicagopartnersllc.com.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Comprehensive Investment Management
- Tax Efficiency
- Investment Management
Ideal Clients
- High Net Worth Individuals
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
Working Together
- In-Office Meetings
- Virtual Meetings
- Quarterly Calls
- Clearly Defined Fees
- Complimentary Portfolio X-Ray
Professional Designations & Affiliations
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Daniel Toledo is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Daniel Toledo is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Daniel Toledo is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
Contact Daniel Toledo
Office Locations:
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1 N Wacker Drive
Suite 4075
Chicago, IL 60606
