Sound Directions Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


close

Team photo for Sound Directions Wealth Advisors
Team photo for Sound Directions Wealth Advisors

View Larger


Advisors

Advisor photo for Daniel Iachello

Daniel Iachello

CFP®, CRPC, APMA

Financial Advisor

Associate Vice President
Visit Daniel Iachello's website
Advisor photo for Jeff Toadvine

Jeff Toadvine

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jeff Toadvine's website


Team

Julia Beatty, CFP®

Julia Beatty, CFP®

Registered Client Service Associate,

Paraplanner

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
View more
Mani Chauhan

Mani Chauhan

Client Service Associate,

Financial Planning Analyst
Alejandro Duarte MBA

Alejandro Duarte MBA

Registered Client Service Associate