John O'Toole

John O'Toole, CRPC, is an experienced financial professional currently serving as a Senior Wealth Advisor at EP Wealth Advisors since November 2022. O'Toole has been the Managing Partner at Warren Financial since October 2014 and also owns and coaches at Reebok CrossFit Coastal Carolina since March 2013. Prior positions include Vice President at RBC Wealth Management from February 2009 to February 2013 and Second Vice President at Smith Barney from July 1998 to February 2009, specializing in wealth management and financial planning for corporate executives. O'Toole earned a Bachelor of Science in Finance from St. Edward's University between 1975 and 1979.