Roger A. Toelke, RFC, AIFA®, CSP®

Roger A. Toelke, RFC, AIFA®, CSP®

Managing Director – Portfolios, Fiduciary Services and Trust Services Founding Partner

Roger Toelke is a founder of Fautores Family Offices, where he serves as the Managing Director of the firm’s financial portfolios. Roger is a Registered Financial Consultant, an Accredited Investment Fiduciary Analyst™, and a Certified Succession Planner™. Roger is also a founding shareholder of National Advisors Trust, FSB, a trust bank with more than $9 billion in custody. Roger serves on the Investment Committee that is responsible for creating the investment platform that more than 130 independent shareholder firms engage to manage more than $180 billion in assets.

Roger founded and directs value-based Tactical Asset Allocation models, and he created the modeling for the firm’s Passive Portfolios. Roger is a leader in the financial planning community, having served on the Board of the Orlando chapter of the International Association of Financial Planners, and also having served as the Vice President, President, and then Chairman of the Financial Planning Association. Roger is active in the Central Florida community as well, where he has been a member of the Downtown Orlando Rotary Club for more than 27 years.