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Gianni T

Series 65

Mandeville, LA

Toce Financial Group LLC

Gianni Toce is a financial advisor at Toce Financial Group LLC with a Series 65 designation and three years of industry experience. Prior to joining Toce Financial Group in 2021, he worked at UL Lafayette and the Louisiana School for the Visually Impaired. Toce Financial Group provides discretionary portfolio management and financial planning services to individuals and legal entities, focusing on low-cost, broadly diversified, index-based allocations primarily using ETFs and mutual funds. The firm accommodates clients preferring active management but generally emphasizes passive, long-term asset allocation with tax-aware strategies.

General retirement planning Income planning Tax strategies for small businesses Equity compensation tax strategy Tax-loss harvesting Founder/Business Owner Mid-Career Professionals
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Andre T

Series 65

Mandeville, LA

Toce Financial Group LLC

Andre Toce Jr. is a financial advisor at Toce Financial Group LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Toce Financial Group since 2018, following three years at Fmsa. Toce Financial Group provides discretionary portfolio management and financial planning services to individuals and legal entities. The firm emphasizes low-cost, broadly diversified, index-based allocations with an option for active or value-oriented management, incorporating tax-aware strategies and periodic plan reviews.

General retirement planning Income planning Tax strategies for small businesses Equity compensation tax strategy Tax-loss harvesting Founder/Business Owner Mid-Career Professionals
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