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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-27-2023
- Office Locations
- 1
Office Locations
About Finances FOR Real Life
Finances For Real Life is a California-based RIA providing goal-focused financial planning and ongoing investment advice for individuals and families navigating milestones like homebuying, education, and retirement. The team (including CFP Wanda Toro) is affiliated with LPL Financial for brokerage services and offers client access through MyAccountViewOnline. The firm also publishes an “Our Podcast” and maintains an active presence across LinkedIn, YouTube, Instagram, and Spotify.
Team overview
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Investment Themes
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Owner & Executives
WANDA TERESA TORO
Chief Executive Officer, LPL Financial Advisor, Owner
- CRD
- #2333643
- Ownership
- 75% or more
PEGGY SUE VAN HOOK
Chief Compliance Officer, Managing Director
- CRD
- #6801174
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,598,044 | $327,103 |
| Non-Discretionary | $0 | -- |
| Total | $108,598,044 | $327,103 |
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Separately Managed Accounts
Total SMA Asset: $108,598,044
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $742,803,193 | 35.5% |
| Cash | $577,503,328 | 27.6% |
| Equity - Exchange | $772,096,840 | 36.9% |
| Total | $2,092,403,361 | 100.0% |