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

Jeferson Alipio

Jeferson Alipio
Automation and Tech Specialist
jeferson@toamsfinancial.com

Automation and Tech Specialist

Jeferson brings experience in community building, administration, and moderation, with a background in guiding individuals through structured processes and ensuring smooth collaboration across diverse projects. For more than four years before joining TOAMS Financial, he served in various online communities, where he helped members understand projects, configured automations, built and managed servers, and ensured that systems functioned seamlessly. These experiences strengthened his technical expertise, adaptability, and ability to support both people and processes effectively.

At TOAMS Financial, Jeferson serves as the Automation and Tech Specialist. In this role, he creates workflows and automations, integrates APIs and automation systems, and provides technical support to staff and clients. He is also focused on identifying opportunities to improve processes and enhance the overall client experience. Colleagues appreciate his problem-solving mindset, steady support, and the innovative solutions he brings to the team’s operations.

Outside of work, Jeferson enjoys learning and exploring new skills, cooking and baking, practicing his barista craft at home, and traveling locally.

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

Newsletter

Join our Weekly Newsletter! We promise we won’t spam.

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.

Scroll to top