Juan E. Toledano

Juan E. Toledano began his financial career at Bank of America.  Being one of the original pioneers of an “in-store” branch in Huntington Beach, he quickly realized the need to diversify his service expertise in providing the client with the best financial help and guidance.  He met Gary W. Sherwold in the fall of 1996 and immediately felt a connection with his investment philosophy and service to the client.  After a few meetings and interviews with Gary, he came on board full time with G. W. Sherwold Associates, Inc., in February of 1997.

Currently in his twentieth year at G.W. Sherwold, Juan works as the Operations Manager and oversees the firm’s internal accounting, portfolio reconciliation, operations, and compliance related functions for the firm.  

Juan currently lives in Garden Grove and has been happily married to his wife Regina for 14 years. Together they have a 10 year old son who attends Blessed Sacrament Catholic School in Westminster, California.  There he is involved in various sport activities for his son (football and basketball) and volunteers for many fundraisers from Bingo, Trunk-or-Treat and the annual May Church Festival.  He enjoys fishing and golf and looks forward to the many family events and celebrations throughout the year.