Harry Toro is a financial Advisor who focuses first on building a relationship and providing exceptional client service. Harry then develops a financial plan structure for individuals, families, and businesses.
Harry has over (22) years of experience in Banking and Financial Services. Harry provides financial planning services to individuals and their families. He also serves as a consultant to various small businesses on retirement plan design. He also consults and assists clients, attorneys, mediators, psychologist and their clients so they may clearly understand the financial implications of various divorce settlement options.
Barry University, North Miami Shores FL
Bachelor’s Degree, Concentration Business, 1994
Certificate, in Family Mediation Training,
Certified by the State Supreme Court of Florida, 2008
Institute for Divorce Financial Analyst, Southfield, MI
Certified Divorce Financial Analyst, 2008
Queens College
Certificate in Negotiation and Conflict Management, 1991
College for Financial Planning
Chartered Mutual Fund Counselor, 2002
Harry is a member of the Institute for Divorce Financial Analyst. He was also a Past Board of Directors Member for St. Petersburg Exchange Club.
Licenses held:
- Series 7 – General Securities
- Series 63 – Uniform State Exam
- Life, Accident and Health Insurance
- Variable and Fixed Annuity
Licensed in the following states:
- Florida
- New York
- New Jersey