CONNECT

Address:

1647 N. Swan Road
Tucson, AZ 85712

Phone:

(520) 881-1149,Toll Free (877) 881-1149

Fax/Other:

(520) 881-1297

Judy Tocco

Judy Tocco

CERTIFIED FINANCIAL PLANNERâ„¢

Licensed Securities Professional since 1989
CERTIFIED FINANCIAL PLANNERTM Professional since 1994
General Securities Principal since 1997, currently registered through LPL Financial
Bachelors Degree in Business Administration
Masters Degree in Organizational Management

Judy began her career in the financial services industry with a 20 year career as the Vice President of Investment Services for a large local credit union in the Tucson area.  There she specialized in investment management, retirement planning and general financial planning, all while heading a team of investment professionals and support staff.

In 2005 she left the financial institution and founded Tocco Financial Services (TFS).   TFS provides independent investment management and retirement planning designed to satisfy investors who want independent and objective financial advice from highly qualified, experienced and objective professionals. 

Equally important to Judy is the top-notch individualized service that is the cornerstone of Tocco Financial Services.  Judy believes that a client should feel as comfortable in her office as he or she does in their own home and that a good client relationship must be built on trust and integrity in all dealings.

Judy has strong ties to the Tucson community and is a native of the city.  She has served in various capacities at different charitable organizations throughout her professional career and is currently the Board Chairperson of Open-Inn.  Open-Inn provides vital support to Arizona's homeless and at-risk youth and families by providing shelter, assessment, crisis intervention, stabilization, information and referral, family support and counseling. 

She is also a strong supporter of San Miguel Cristo Rey High School.  San Miguel is located in an economically depressed area of Tucson where 50% of adult residents do not have a high school education and 42% of the school's neighbors earn less than $25,000 per year.  At San Miguel students take a full college preparatory course load while simultaneously holding internships working in Tucson area businesses.  TFS has proudly been affiliated with the school's Corporate Internship Program since 2010.

Judy's professional affiliations include:
Financial Planning Association, Tucson Chapter Member
Financial Services Institute, Member
CFA Institute, Member