Eric Toya, CFP®

Partner, Financial Navigator

“In order to be an effective teacher, I believe that you must first be an excellent student. I continue to learn with each client interaction.”

– ERIC TOYA

MY BACKGROUND AND WHAT BROUGHT ME HERE…

My initial entry into financial services was with firms that paid commissions for the sale of products. Dissatisfied with that model, I sought out a better way to deliver financial advice, free of the conflicts of interest inherent in commission-based sales. I worked as an Investment Specialist at Charles Schwab before completing the requirements to become a CFP® certificant in 2007. I joined the Navigoe team out of a desire to be part of a boutique, comprehensive financial advisory firm, dedicated to delivering world class wealth management advice.

WHY I CHOSE THIS PROFESSION…

I come from a family of educators. Both of my siblings, my mom, as well as numerous uncles, aunts and cousins are teachers or administrators. My academic interests took me in a different direction. I found early on that I had a deep interest in finance and economics. While a finance major at USC, I realized that my desire to educate and help people was equally strong. I guess this apple didn’t fall too far from the family tree. So much of what I do as a financial advisor in Redondo Beach is educating and helping clients make good decisions.

OUTSIDE OF WORK, I’M MOST PASSIONATE ABOUT…

In the early months of the COVID-19 pandemic, my wife and I received the most joyous news of our lives. We adopted a beautiful baby boy. Raising him and seeing the world through his eyes as he grows is the greatest privilege of my life.

WHEN NOT IN THE OFFICE, LOOK FOR ME…

  • At the park, Little League field, or in the pool with my son

  • Spending time enjoying good food with family and friends

  • Learning to cook different cuisines (other than PB&J sandwiches and Dino Nuggets!)

  • Trying to squeeze in a workout – CrossFit, swimming, running, tennis… anything to stay active

  • Taking our dogs to the dog park or out for a walk

WHERE I CHOSE TO DONATE MY 1% FOR THE PLANET FUNDS…

My son is fascinated by all living things! He loves to learn about trees, plants, and flowers. He loves wild animals, farm animals, sealife, and of course, our dogs, Buster and Piper. His greatest love is dinosaurs! Unfortunately, we’re too late to save the dinos. So, we're dedicated to supporting all the beautiful and unique living things that make up this incredible planet.

Education & Certifications

  • B.S. Business Administration, Accounting and Finance – University of Southern California

  • CFP® Certificant

Professional Affiliations

NAPFA
2007 – Current Member

Financial Planning Association, Los Angeles Chapter
2009 – 2012 Board Member
2013 – 2014 President-Elect
2015 President

In the Media

Eric is widely recognized among the business media as an industry expert. His analysis and opinions on advanced wealth management issues are frequently featured in national publications.

See What Eric Has to Say

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