Jonatan Toledo Email & Phone Number

Boston, Massachusetts, United States

Boston, Massachusetts, United States

On December 31, 2021, Daintree Advisors combined with Cerity Partners.

Boston, Massachusetts, United States

Daintree Advisors is an employee-owned wealth management and multi-family office firm. Clients from across the country are provided with comprehensive financial planning, investment, and family office services consistent with their unique goals and objectives. Daintree professionals focus on both tax-efficient and socially responsible investing as well as philanthropic planning. Daintree Divorce Consulting is a specialized practice area working with both clients and their advisors as they navigate the divorce process. Daintree does not sell any products in order to keep their advice free of conflicts and to foster enduring client relationships built on integrity, responsiveness, and trust.www.daintreeadvisors.com

Cambridge, Massachusetts, United States

Received in-depth and expert training on topics including investment planning, insurance and risk management planning, client communication and care, cash flow planning, student loan and college planning, retirement planning, tax planning and estate planning. I had the opportunity to develop and articulate my own philosophy on #financialplanning concepts and apply critical thinking to multiple plans and evaluations.• Constructed an investment management portfolio • Analyzed a risk tolerance tool to identify the risk profile of a hypothetical client • Identified the financial planning assumptions found in financial planning software • Recognized different ways financial planners approach budgeting and cash flow planning • Established recommendations for student loan planning • Evaluated the tax implications of various personal and financial decisions • Determined the likelihood of success in different client retirement scenarios • Developed my personal philosophy of financial planning

Greater Boston Area

Boston, Ma

Served under-represented high school students and their families through mentoring. Provide career advising, academic support and retention services to help students graduate from high school and college. Work with Adult immigrant learners helping them develop English Skills for job placement.

Greater Boston Area

Greater Boston Area

- Coordinated all aspects of the Hispanic Initiative program, including staffing, program logistics, travel arrangements, student recruitment and selection in collaboration with the admissions and enrollment teams. - Traveled to off-site locations nationally and abroad to recruit potential students for the office of Hispanic Ministries- Served as the primary point of contact for students; provided solutions and answers to general inquiries regarding our school programs- Reviewed, translated, proofread and edited documents for the Office of Hispanic Ministries- Processed admissions, registration and student billing for 300+ students - Assisted with the coordination, scheduling, and supervision of 20 on-campus student workers

Financial Planning Certificate Program, Finance And Financial Management Services

Introduction to Financial Planning, Insurance and Risk Management, Investments, Tax Planning, Retirement Planning and Employee Benefits.

Professional Graduate Certificate - Strategic Management | Harvard Extension School, Business Administration And Management, General

M.Div, Urban Ministry

Activities and Societies: Ockenga Fellows Program (2014 - 2016) - Pierce Fellowship (2008 -2011)Ockenga Fellows Program: a two-year.

English/Language Arts Teacher Education