Daniel Toledo

Daniel Toledo, CFA, CFP®, is a Partner at Chicago Partners Wealth Advisors in Chicago, Illinois, where he leads the development of personalized investment, tax, and financial planning strategies for clients seeking to optimize multi-generational wealth. His role involves advising high-net-worth individuals and families, leveraging his expertise to construct comprehensive financial solutions tailored to their unique goals.

Daniel specializes in wealth management services, including portfolio management, financial planning, and tax optimization, with a focus on serving emerging high-net-worth clients and multi-generational families. While specific sector coverage is not explicitly stated, his practice centers around holistic portfolio construction and investment strategy—integrating traditional and alternative asset classes—to provide diversified solutions.

Before becoming Partner in 2022, Daniel was a Senior Advisor with Chicago Partners for nearly a decade and previously worked as a financial analyst at Total Portfolio Management LLC. He holds a degree in Financial Planning from Northwestern University and an undergraduate degree from Illinois Wesleyan University, distinguishing himself as a CFA charterholder and CFP® professional. His career reflects significant contributions to fiduciary financial planning and the advancement of comprehensive wealth management best practices in the industry.