Kevin Toledano

Director Of Managed Account Services at Qualified Plan Advisors

Kevin Toledano has a wealth of experience in various roles across different industries. Currently serving as the Director of Managed Account Services at Qualified Plan Advisors, Kevin previously held roles such as Vice President at AIG Retirement Services, Senior Business Analyst, and Product Engineer at AMD. With an MBA from Duke University and a BS in Electrical Engineering from Cornell University, Kevin has a strong educational background to complement their professional experience.

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Houston, United States

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Qualified Plan Advisors

Qualified Plan Advisors (QPA) utilizes a team approach for each client, serving as an independent, unbiased fiduciary partner built on its foundation of in-house ERISA attorneys. QPA focuses on plan health and participant outcomes by providing retirement plan sponsors with professional services that include participant education and enrollment services, professionally managed allocation portfolios, plan design review and maintenance and ERISA 3(38) and 3(21) fiduciary services. QPA’s goal is simple: To provide Plan Sponsors and participants meaningful professional services that have integrity at their core. The testimonials, statements, and opinions presented on our website are applicable to the individuals depicting them. These opinions are based on true experiences and each opinion is unique to each individual client. Results will vary and may not represent or duplicate another experience of another client. The testimonials were voluntarily provided and are not paid, nor were they provided free products, services, or any benefits in exchange for said statement. Advisory services offered through Prime Capital Investment Advisors, LLC. (PCIA), a Registered Investment Advisor. Prime Capital Investment Advisors doing business as Qualified Plan Advisors, “QPA.” 6201 College Blvd., Suite #150, Overland Park, KS 66211