Oscar R. Toledo - Business Development Manager

Professional Profile:
Oscar R. Toledo brings 11-years experience in the insurance industry. He has been with CFC for the past 7 years. Prior to joining the CFC family, Oscar had the opportunity to work very closely with some of the highest producing agencies in the P&C industry in Southern California. Since then, Oscar has helped many producers increase their production in annuities and life insurance sales year after year.

Education:
He has a life license and is currently working on obtaining is Series 7 registration and a CFP designation. He has reached several production levels through different insurance carriers. His experience out in the field brings great added value to the producers he works with.

Personal:
Oscar is married to a wonderful and loving woman, Adriana. She has worked in the real estate industry for the past 10 years. They currently have three daughters and live in Huntington Beach, CA.

Message to Our Producers:
I have a special insight into what the needs of my agents are and bring extensive experience in the preparation of investment management, asset allocation and helping place clients into the best, most tax advantage portfolio to fit their unique circumstances.