Mark Toia

Mark Toia

Partner

Retirement Planning Specialist

At Retirement Group

Mark's extensive experience in the financial services field, including five years as a regional manager with Equitable Advisors, combined with the empathy gained through many other leadership positions held in the past, has given him many unique perspectives to help clients develop common sense solutions for their financial needs.  No matter where you fall on the financial spectrum, Mark has the ability to work with you to improve your circumstance, provide meaningful guidance and develop an achievable action plan.

Mark's graduation from the Royal Australian Air Force Academy in 1983, with a University of Sydney Bachelor of Aeronautical Engineering, was the precursor to his highly successful and decorated career as a military officer.  Selection as Australia's representative to complete a Masters of Strategic Studies at the USAF Air War College in Montgomery, AL, in 1999 resulted in marriage to his wife, Theresa, and immigration to the USA in 2001.  Mark joined Equitable Advisors  in 2002 in Los Angeles, CA, moved to Herndon, VA in 2003 and became a US citizen in 2005. Mark's credentials include:  Life Health & Annuities licenses, FINRA Series 7 and Series 66 licenses, a Wharton Business School Retirement Planning Specialist credential and a founding Partner of Licentia Financial.

California Insurance License #: 0D65938


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Licentia Financial is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone (571) 510-3719
Mobile Phone (323) 841-2007