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435 Wandering Ct Sonoma, CA 93632
1-800-123-4567

Darrzen Bolanos

Darrzen Bolanos
Automation and Tech Specialist
Darrzen@toamsfinancial.com

Automation and Tech Specialist

Darrzen brings expertise in automation, technology, and process optimization, with professional experience as both an SEO Specialist and an Automation Specialist. Through these roles, he developed a strong technical foundation in streamlining workflows and implementing digital solutions that improve efficiency and accuracy. His background has given him the ability to approach challenges with a systems-focused mindset while ensuring that technology directly supports team success.

At TOAMS Financial, Darrzen focuses on building and maintaining automated processes that reduce manual workload and increase productivity across the firm. Specializing in Make and other automation platforms, he designs and implements solutions that allow the team to work more efficiently and consistently. His role ensures that repetitive tasks are handled seamlessly, freeing up time for higher-level priorities and client-facing activities. Colleagues value his problem-solving skills, his technical adaptability, and his ability to turn complex workflows into streamlined systems.

Outside of work, Darrzen continues to pursue his passion for aviation and looks for opportunities to expand his knowledge and skills across different fields.

Focus On What Matters to You

Let us take the mystery out of financial planning and investing needs so you can get back to doing what matters.
The TOAMS Financial team are here to carry the weight. Your team of leading financial advisors has the expertise to make sure you get back to doing what you love. Feel confident that your family’s future is guided by a team of leading financial advisors in Jacksonville, Florida.
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Locations

Northern California
435 Wandering Ct. Suite 101.
Sonoma, CA 93632

Northern California
435 Wandering Ct. Suite 101.
Sonoma, CA 93632

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Copyright All rights Reserved. Aeso, like all providers of personal financial services is required by law to inform their clients of their policies regarding privacy of client information. The information in this material is not intended as tax or legal advice. Aeso is a registered business in Califronia (license #123560) Provided content is for informational purposes only and is completely fictional.

Planning Solutions International LLC dba TOAMS Financial is a registered investment advisor located in the state of florida. DISCLOSURES Full disclosure statement available here.

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