Advisors at this firm
Gianni T
Series 65
Mandeville, LA
Toce Financial Group
Gianni Toce is a financial advisor at Toce Financial Group in Mandeville, LA, holding a Series 65 designation with 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 offers investment advisory and financial planning services to individuals, high-net-worth clients, foundations, and legal entities. The firm employs a low-cost, broadly diversified, index-oriented investment approach focused on long-term goals, asset allocation, and tax-aware management, while also providing active fundamental value analysis and custom stock portfolios upon client request.
Andre T
Series 65
Mandeville, LA
Toce Financial Group
Andre Toce is a financial advisor at Toce Financial Group in Mandeville, LA, holding a Series 65 designation with nine years of industry experience. He has worked at Toce Financial Group since 2018 and previously at Fmsa from 2015 to 2018. Toce Financial Group provides investment advisory and financial planning services to individuals, high-net-worth individuals, foundations, and legal entities. The firm follows a low-cost, broadly diversified, index-oriented investment approach focused on long-term goals, asset allocation, and tax-aware management, while also offering active fundamental value analysis and custom stock portfolios upon client request.
Blake E
Series 65
Mandeville, LA
Toce Financial Group
Blake Eiermann is an advisor at Toce Financial Group with a Series 65 license and no prior industry experience. Before joining Toce Financial Group in 2024, he worked in aviation and spent over a decade in education. Toce Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, foundations, and legal entities. The firm employs a low-cost, broadly diversified, index-oriented investment approach focused on long-term goals, asset allocation, and tax-aware management, with additional options for active fundamental analysis and custom stock portfolios.
