This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-17-2022
- Office Locations
- 1
Office Locations
About Toba Financial
Toba Financial is a fee-only advisory in Kaneohe, HI led by CFP®/Enrolled Agent Jason Cutitta. The firm serves individuals and families with retirement-focused financial planning, investment management, and multi-year, tax-efficient strategies spanning accumulation, income distribution, and legacy planning, including risk, insurance, and long-term care considerations. Cutitta hosts the Hawaii Retirement Show podcast, an education channel for Hawaii retirees.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JASON SCOTT CUTITTA
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #7461355
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $956,055 | -- |
| Total | $956,055 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing