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Mark Toia

Mark Toia

Senior Partner | Retirement Planning Specialist

Mobile Phone: (323) 841-2007

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.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
CA Insurance License #0D65938.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.