Cell Phone
832.941.1850
Location
Houston (TX)
Specialty
Financial Wellness
Zip Code
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Kevin Toledano
DIRECTOR OF MANAGED ACCOUNT SERVICES
Kevin Toledano is the Director of Managed Account Services for Prime Capital Retirement (formerly Qualified Plan Advisors). He has served in the financial services and retirement industry since 2004, most recently having spent 15 years running the in-plan managed account program at AIG Retirement Services.
In his role, Toledano develops strategy, manages, and oversees all aspects of Prime Capital Retirement's advisor managed account (AMA) services. His responsibilities also cover investment analysis and portfolio management, recordkeeper and third-party communication, and advisor implementation.
Toledano's passion for the industry is rooted in his desire to be part of the solution for retirement plan participants. "A tremendous number of Americans will rely heavily on their employer-sponsored retirement plans to fund their retirement, but many have little to no idea how much they should be contributing, how the assets should be invested, or what age they can consider retiring. These plan participants need help, and I am passionate about offering solutions to help as many of them as possible," says Toledano.
Kevin earned his Bachelor of Science in Electrical Engineering from Cornell University. He went on to receive his Master of Business Administration from Duke University's Fuqua School of Business.
Kevin is based out of Houston, TX where he lives with his wife and two children. In his free time, he enjoys taking road trips around Texas to watch his son play soccer, going for bike rides with his daughter, trying to keep up with his wife's exercise routines, and traveling with his family.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
