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

Altair Fanugon

Altair Fanugon
Customer Service Associate
altair@toamsfinancial.com

Customer Service Associate

Altair brings experience in managing digital content and supporting fast-moving teams where communication, coordination, and execution are essential. Before joining TOAMS Financial, she worked as an Executive Assistant at Rigil Kent LLC, where she balanced client-facing responsibilities with internal workflow management. These experiences allowed her to adapt easily to a wide range of challenges while ensuring both efficiency and professionalism.

At TOAMS Financial, Altair manages social media content, supports ongoing projects, and assists with the team’s day-to-day operational needs. Whether she is maintaining brand consistency or ensuring internal processes flow seamlessly, she plays a key role in helping the firm present itself with care and credibility. Colleagues appreciate her thoughtful communication style, her ability to remain calm under pressure, and the consistency she brings to every interaction.

Outside of work, Altair enjoys making coffee and experimenting as a barista, running, and reading.

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.
— No Cost Consulation

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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