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

Julee Diano

julee diano
Julee Diano
Customer Service
julee@toamsfinancial.com

Customer Service

She has been a Virtual Assistant for almost two years, collaborating with a diverse range of businesses across various industries before joining Toams Financial. Throughout her career as a VA, she has refined her skills in administration, communication, basic accounting, and task management, enabling her to effectively support the unique needs of each business she has worked with.

She is highly organized, detail-oriented, and adaptable to changes. Her experience has taught her to be proactive, efficient, and reliable, ensuring that tasks are completed accurately and on time. She excels in managing multiple responsibilities simultaneously and is dedicated to providing exceptional support to her team and clients.

Confident in her ability to contribute positively to any project or task, she is always eager to learn and grow in her role.

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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