Senior Associate | Wealth Planner
Current
Jan 2024 - Present
AeroLeads people directory · profile
Jonatan Toledo Email & Phone Number
Senior Associate | Wealth Planner
at
Cerity Partners
1 work email found
@ceritypartners.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Associate | Wealth Planner
Location
Boston, Massachusetts, United States
Company size
Who is Jonatan Toledo? Overview
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Quick answer
Jonatan Toledo is listed as Senior Associate | Wealth Planner at Cerity Partners, a company with 211 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at ceritypartners.com and a matched LinkedIn profile for Jonatan Toledo.
Jonatan Toledo previously worked as Associate, Wealth Management at Cerity Partners and Client Service & Community Engagement Associate at Daintree Advisors Llc. Jonatan Toledo holds Financial Planning Certificate Program, Finance And Financial Management Services from Boston University.
Company email context
Email format at Cerity Partners
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{first_initial}{last}@ceritypartners.com
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AeroLeads found 1 current-domain work email signal for Jonatan Toledo. Compare company email patterns before reaching out.
Profile bio
About Jonatan Toledo
Cerity Partners is a leading, national registered financial advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. The firm’s in-house experts of tax advisors, financial planners, investment professionals, and retirement plan consultants are passionate about and committed to providing objective financial advice and oversight.
Listed skills include Leadership, Teaching, Event Planning, Management, and 14 others.
Current workplace
Jonatan Toledo's current company
Company context helps verify the profile and gives searchers a useful next step.
Cerity Partners
11 roles
Jonatan Toledo work experience
A career timeline built from the work history available for this profile.
Associate, Wealth Management
CurrentOn December 31, 2021, Daintree Advisors combined with Cerity Partners.
Jan 2022 - Present
Client Service & Community Engagement Associate
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.
Jan 2021 - Dec 2021
Annual Giving Officer | Mit Sloan School Of Management
Jul 2019 - Jan 2021
Development Associate | Mit Campaign Initiatives Office
Jan 2018 - Jul 2019
Daii | Office Of Philanthropic Partnerships
Aug 2016 - Jan 2018
Financial Planning Externship
- 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.
- 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
Jun 2020 - Jul 2020
Director Of Children & Family Ministry
Congregación León De Judá
Nov 2010 - Jun 2020
Case Manager And Tefl Instructor
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.
Sep 2007 - Aug 2016
Graduate Teaching Assistant
Sep 2010 - May 2016
Program Coordinator | Hispanic Initiative Student Services
- 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.
Sep 2006 - Nov 2010
Team & coworkers
Colleagues at Cerity Partners
Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →
DP
Derrick Poon
Colleague at Cerity Partners
Alameda, California, United States, United States
View →
PM
Pm Mochahary
Colleague at Cerity Partners
Guwahati, Assam, India, India
View →
VF
Victoria Flores-Manrique, Ctfa
Colleague at Cerity Partners
Los Angeles, California, United States, United States
View →
GN
Ganesan Narayanan
Colleague at Cerity Partners
Penang, Malaysia, Malaysia
View →
MT
Megan Tivitt
Colleague at Cerity Partners
Bowling Green, Kentucky, United States, United States
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FA
Frederick A. Allner, Iii
Colleague at Cerity Partners
Baltimore, Maryland, United States, United States
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AL
Autumn Loose
Colleague at Cerity Partners
Los Angeles, California, United States, United States
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GN
Geoffrey Newman
Colleague at Cerity Partners
Seattle, Washington, United States, United States
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CH
Carolyn Harper
Colleague at Cerity Partners
Louisville, Kentucky, United States, United States
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LA
Laurie Adams Belew, Mba, Ms, Cfp (R)
Colleague at Cerity Partners
Midland, Texas, United States, United States
View →
Derrick Poon
Colleague at Cerity Partners
Alameda, California, United States, United States
View →
PM
Pm Mochahary
Colleague at Cerity Partners
Guwahati, Assam, India, India
View →
VF
Victoria Flores-Manrique, Ctfa
Colleague at Cerity Partners
Los Angeles, California, United States, United States
View →
GN
Ganesan Narayanan
Colleague at Cerity Partners
Penang, Malaysia, Malaysia
View →
MT
Megan Tivitt
Colleague at Cerity Partners
Bowling Green, Kentucky, United States, United States
View →
FA
Frederick A. Allner, Iii
Colleague at Cerity Partners
Baltimore, Maryland, United States, United States
View →
AL
Autumn Loose
Colleague at Cerity Partners
Los Angeles, California, United States, United States
View →
GN
Geoffrey Newman
Colleague at Cerity Partners
Seattle, Washington, United States, United States
View →
CH
Carolyn Harper
Colleague at Cerity Partners
Louisville, Kentucky, United States, United States
View →
LA
Laurie Adams Belew, Mba, Ms, Cfp (R)
Colleague at Cerity Partners
Midland, Texas, United States, United States
View →
4 education records
Jonatan Toledo education
Financial Planning Certificate Program, Finance And Financial Management Services
Professional Graduate Certificate - Strategic Management | Harvard Extension School, Business Administration And Management, General
M.Div, Urban Ministry
English/Language Arts Teacher Education
FAQ
Frequently asked questions about Jonatan Toledo
Quick answers generated from the profile data available on this page.
What company does Jonatan Toledo work for?
Jonatan Toledo works for Cerity Partners.
What is Jonatan Toledo's role at Cerity Partners?
Jonatan Toledo is listed as Senior Associate | Wealth Planner at Cerity Partners.
What is Jonatan Toledo's email address?
AeroLeads has found 1 work email signal at @ceritypartners.com for Jonatan Toledo at Cerity Partners.
Where is Jonatan Toledo based?
Jonatan Toledo is based in Boston, Massachusetts, United States while working with Cerity Partners.
What companies has Jonatan Toledo worked for?
Jonatan Toledo has worked for Cerity Partners, Daintree Advisors Llc, Massachusetts Institute Of Technology, Massachusetts Institute Of Technology (Mit), and Financial Planning Association (Fpa).
Who are Jonatan Toledo's colleagues at Cerity Partners?
Jonatan Toledo's colleagues at Cerity Partners include Derrick Poon, Pm Mochahary, Victoria Flores-Manrique, Ctfa, Ganesan Narayanan, and Megan Tivitt.
How can I contact Jonatan Toledo?
You can use AeroLeads to view verified contact signals for Jonatan Toledo at Cerity Partners, including work email, phone, and LinkedIn data when available.
What schools did Jonatan Toledo attend?
Jonatan Toledo holds Financial Planning Certificate Program, Finance And Financial Management Services from Boston University.
What skills is Jonatan Toledo known for?
Jonatan Toledo is listed with skills including Leadership, Teaching, Event Planning, Management, Staff Development, Project Management, Communication, and Public Speaking.
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