Oscar Toledo is not only a business consultant to the professionals who work with him, he’s a personal producer who knows firsthand the number of obstacles facing financial professionals today. Anyone who has worked with Oscar says he is trustworthy, persistent, and an active listener.
For more than 20 years, Oscar has taken his client’s success personally – providing real-world solutions that help achieve his clients’ personal financial and business goals. Oscar and his team serve a select group of businesses and families to build and maintain the lifestyle they have worked hard for.
Oscar spends his free time traveling and creating lasting memories with his wife and three daughters. He is also passionate about music, charity work, fitness, and watching his daughter play softball.
Learn More: Cell: 714-317-3913
Licensed Insurance Agent – 0E38226
Mike Saunders, MBA
Recent episodes from Mike Saunders, MBA (see all)
- Interview with Mario G. Taffo, Federal Benefits Consultant on Addressing Fears and Challenges in Retirement Planning - December 23, 2024
- Interview with Mario G. Taffo, Federal Benefits Consultant on Navigating TSP Withdrawals and Tax Implications - December 23, 2024
- Interview with Mario G. Taffo, Federal Benefits Consultant on Understanding FERS Benefits and Retirement Planning - December 20, 2024