Truth. Trust. Toce.
Toce Financial Group provides holistic financial planning for individuals and businesses. Established in 2018, and based in Lafayette, Louisiana, Toce Financial Group assists clients with tax planning, investments, legal counsel, estate planning, real estate, and more. As a Registered Investment Advisor, we are fiduciaries legally obligated to act in the best interest of our clients. Toce Financial Group proudly invests our all into relationships with clients, partners and local communities.
Meet The Team
Andre is a proud graduate of the University of Louisiana at Lafayette, where he earned a dual degree in Finance and Economics in 2014.
In 2019, Andre graduated from LSU Law where he focused on Business and Tax law. Currently, he maintains his Series 65 financial license to act as an Investment Advisor.
Gianni Toce is a current adviser for Toce Financial Group. He graduated from Mandeville High School in 2018. Following graduating, Gianni received his Series 65 license, which allows him to act as an Investment Adviser Representative.
Gianni is currently working on receiving the Chartered Special Needs Consulting Certification from the American College of Financial Services. His dream is to build a completely accessible financial experience for people with disabilities to achieve the financial freedom they deserve.
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