Montecito, CA Office

William Toner is a CFP®-certified financial advisor with 40 years of industry experience. He is currently with OSAIC and has previously worked at Sagepoint Financial, Inc., and Pacific Investment Management Company LLC. OSAIC serves a diverse range of clients including retail and institutional investors, offering integrated brokerage and advisory services through a large network of advisers and multiple advisory platforms. The firm employs a variety of asset-allocation tools and third-party solutions to construct and manage portfolios across different investment types.

Patricia Toner is a CFP® professional with 43 years of experience in financial advising. She has worked at Osaic since 2023 and spent 14 years at Sagepoint Financial, Inc. Additionally, she is active as a real estate sales agent in Montecito, CA. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

William Toner Jr. is a financial advisor with Osaic Wealth, Inc. in Montecito, CA, holding a Series 66 designation and 14 years of industry experience. He has worked at Osaic since 2023 and previously held positions at Sagepoint Financial, Inc. and Plains Coastal, LLC. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a large network of financial advisers and multiple platforms. The firm employs various asset-allocation tools and third-party solutions to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.