Karen Tolentino

Prior to joining TOAMS Financial, she worked as a Bank Teller at one of the leading commercial banks, where she developed her foundation in customer service, financial transactions, and client relationship management. This experience prepared her to transition into a broader role within the financial services industry.

At TOAMS Financial, she supports both client planning and the firm’s social media presence. Her role includes handling financial plans, editing content, and balancing operational efficiency with clear and thoughtful communication to ensure both internal processes and external messaging align. Colleagues value her proactive style, organizational skills, and ability to manage multiple priorities with confidence and clarity.

Outside of work, she enjoys reading books and exploring new places to eat, always on the lookout for good food and new experiences.