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„¢

2019 and 2018 Financial Times Top 400 Advisers
CERTIFIED FINANCIAL PLANNERTM Professional since 1994
General Securities Principal since 1997, currently registered through LPL Financial
Registered Securities Professional since 1989
Bachelor’s Degree in Business Administration
Master’s 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.

Very 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.  Judy believes that a good client relationship must be built on trust and integrity in all dealings and an open and honest dialog between advisor and client.

Since 2005 the growth of TFS has been remarkable and continues to this day.  Judy ranks in the top 1% of advisors (based on annual production) affiliated with LPL Financial. LPL Financial is the nation’s largest independent broker/dealer, which supports over 16,000 independent advisors, as reported in Financial Planning Magazine, June 1996-2018 based on total revenue.

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 shares her good fortune by making generous contributions to many organizations that provide food, clothing, shelter, medical services, and educational opportunities to the less fortunate.  She also contributes to several shelters and rescue organizations for animals of all varieties.

Judy's professional affiliations include:

  • Financial Planning Association, Tucson Chapter Member
  • Financial Services Institute, Member
  • Southern Arizona Estate Planning Council, Member