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portrait of Kathy Toschi
FINANCIAL ADVISOR

Kathy Toschi

3600 American River Dr Ste 240, Sacramento, CA 95864opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Kathy

As a seasoned financial advisor at Edward Jones, it's about more than just numbers. I'm a compassionate advocate, a devoted mother and a tireless champion for my clients’ financial well-being. With a career spanning multiple prestigious firms, I bring a wealth of experience and a genuine passion for helping others achieve their dreams.

The Journey Begins
My journey into the financial world started with a bang. Armed with a bachelor’s degree (the first in my family to achieve this milestone), I dove headfirst into the Bay Area’s tech explosion. My early career honed my skills, but it was my experience at Motif,...

Focus Areas

  • Wealth Strategies
  • Sustainable investing
  • LGBTQ+ Finances
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Divorce Finances

Work History

  • Edward JonesMarch 2021 to Current
  • Merrill Lynch/Bank of AmericaApril 2019 to March 2021

Education

  • San Francisco State UniversityBachelor of Science

Personal Interests

  • Animal Rescue
  • Art & Theater
  • Community Outreach
  • Hiking
  • Spending Time with Family

Team Members

  • Patty Hickner
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 04:30PM
Tue 09:30AM - 04:30PM
Wed 09:30AM - 04:30PM
Thu 09:30AM - 04:30PM
Fri 09:30AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(916) 514-1084

Fax

(833) 223-9791

Office Address

3600 American River Dr Ste 240
Sacramento, CA 95864opens in a new window

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