Eric Toya (CFP®)

Eric Toya focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We deliver a consultative, education-based process, where we help you understand all of the decisions that are involved in your financial life, how those decisions interact with one another and how they may impact your future. We believe that it’s our duty to be lifelong learners to ensure that we deliver advice with a full understanding of the pertinent information, whether that’s the latest investment research, tax law changes, or cash flow management tools. We seek to take the jargon out of the conversation, and keep you informed about what is most important to you.

At Navigoe, our primary focus is helping investors turn their portfolio into a life-long income stream; one that is sustainable, consistent and tax efficient.  We wrap this “cash-flow creation” process with full service, concierge wealth management.  We have found that we work best with families looking for a long-term relationship with a firm willing and capable of helping guide them through their financial goals.

Click here to schedule a phone call or meeting with one of our Certified Financial Planner™ professionals.


Additional Information


My first forays into financial services were with firms that paid commissions for the sale of products. 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 CERTIFIED FINANCIAL PLANNER™ professional in 2007. I joined the Navigoe team out of a desire to be part of a full service financial advisory firm, dedicated to delivering world class wealth management advice.

NAPFA Start Date

August 06, 2007


This Office

417 Beryl St Redondo Beach, CA 90277-2115 Phone: (310) 697-0400 Fax: (310) 861-1755