Liam Toohey
CFP®, AAMS®
Investment Operations Analyst
Education and Certifications
- Bachelor of Science in Business Administration with a concentration in Marketing from San Jose State University
- CERTIFIED FINANCIAL PLANNER® professional
- Series 65 securities license
- Accredited Asset Management Specialistâ„ by the College for Financial Planning
Expertise
As part of the Operations and Investment team, Liam strives to provide all Slaughter Associates clients with premier service using his diverse experience. He utilizes his attention to detail and meticulous nature to provide clients with assistance to all their operational needs, including the most complex issues, in an expert manner.
Liam’s characteristics are also applied in his important contributions to client asset management through portfolio manager directed trades and client cash management.
Liam feels that every client is unique and deserves a personal touch tailored to what will make them the most comfortable and provide the best service.
Things to know about Liam
What is a favorite vacation memory?
Cliff jumping in Santorini, Greece.
What is on my ‘bucket list’ for places to go?
Australia and New Zealand
What hobbies do I enjoy?
Playing pretty much any sport outside and reading
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.