Toby Koehler
Financial Advisor
Experience and Expertise
Toby has been a Financial Advisor with Sterling Advisory Services, LLC since its inception. She values and respects long-term relationships and strong communication in working with clients. She fosters great relationships through her ability to listen intently to client needs while identifying clear plans for success. She wants her clients to be well informed and thoroughly understand their options so that together they can make the best decisions to meet the client's needs. In addition to her work as a Financial Advisor, she brings 15+ years of expertise in tax preparation, planning, and consulting for individuals. Her hands on approach and problem solving skills are what immediately draw clients to Toby and her work. She is aware of what is necessary to guarantee a client's success, and is not afraid to take the required steps to make that happen. Toby knows how to make the right decisions to get the job done in the most effective and informative way.
Education
- Bachelor of Arts in Liberal Studies from San Diego State University
- Teaching Credential from UCLA – Multiple Subjects
- Licensed Notary Public
- FINRA Series 65 Securities License
Interests
- Traveling with her family
- Renovation projects
- Camping, hiking, and being outdoors