ABOUT
JTO Wealth Management
JTO Wealth Management provides comprehensive financial consulting services to help you achieve your financial goals. We are dedicated to create customized strategies to address your unique needs and provide you with peace of mind. Whether you are planning for retirement, managing your investments, or seeking tax reduction strategies, We are here to guide you every step of the way.
About Us
Jerry To, MBA
Founder & Wealth
Management Advisor
Jerry To is the esteemed Founder and skilled Wealth Management Advisor of JTO Wealth Management, whose unyielding passion lies in assisting both indivisual and businesses in attaining unparalled financial success. With an abundance of expertise and unwavering dedication, he sets the gold standard for personalized service and unmatched excellence in the realm of wealth management.
Jerry To commenced his illustrious financial carreer back in 2003, immediately following the successful completion of his MBA in Finance from St Thomas University. It was while working at Merryll Lynch and First Investors that he discovered his fervor for empowering family and business owners to generate substantial wealth.
Jerry To, a licensed agent for 3 Mark Financials, has embarked on a new and exciting Journey. He dedicates his profound knowledge and expertise to assisting families in navigating the intricacies of life policies, tax deductions strategies, and comprehensive financial planning. With an strong commitment to his clients financial well-being, Jerry To remains at the forefront of the industry, consistently delivering great results and fostering lasting wealth for all those he serves.
Dat V. La, EA,MBA, MSPA, NTPI Fellow, CTRS
Tax Advisor
Dat V. La, EA, MBA, MSPA, NTPI Fellow, CTRS, owner of DTL LLC, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in the field of accounting.
With several decades of experience to his credit, Mr. La has cultivated a career of excellence in the field of accounting. Since 1993, he has operated as the owner of DTL LLC, a public accounting firm that works with individuals and other corporate clients throughout mainly the Northeastern states, and can be represented in any of the 50 states as an Enrolled Agent (A Federal Practitioner). Prior to his current appointment, he served as a bank consultant for Citibank in 1993, and he was a controller, assistant treasurer and executive chief accounting officer for Derby Saving Bank from 1981 to 1993. As part of his professional journey, Mr. La remains affiliated with the International American Association of Finance & Management and the American Society of Tax Problem Solvers.
Prior to embarking on his vocational journey, Mr. La pursued a formal education, beginning with his time at Central Connecticut State University, where he earned a Bachelor of Science in accounting in 1979. He subsequently continued his studies at the University of Hartford and achieved a Master of Business Administration in 1981 and a Master of Science in accounting in 1985. In addition to his academic credentials, he is also a fully certified tax resolution specialist. In light of his academic and professional accomplishments, Mr. La is most notably proud to have earned his dual master’s degrees and to have founded his own company, which he hopes to expand in the coming years.
DESIGNATIONS:
Activities and Societies: / PROFESSIONAL AFFILIATIONS: Board of Honorary Global Advisors – American Academy of Financial Management (AAFM) Member of the National Society of Public Accountants (NSPA) Member of the National Association of Tax Professionals (NATP) Member of the American Bar Association (ABA) Member of the National Association of Enrolled Agents (NAEA) Registered with Standard & Poor’s Corporations (S&P), Directors and Executives Member of the American Society of the Tax Problem Solvers (ASTPS)
Registered with WHO's WHO Marquis
Accredited Tax Advisor (ATA), 1995
Enrolled Agent (EA) Department of Treasury, Internal Revenue Service, 1993
Certified Practitioner in Taxation (CPTX), 1992
Fellow National Tax Practitioner Institute (NTPI), 1995
Certified Tax Resolution Specialist (CTRS), 2012
* Global Academy of Financial & Management (GAFM)
Master Financial Professional (MFP), 2016*
Certified International Tax Analyst (CITA), 2016*
Accredited Financial Analyst (AFA), 2016*
Accredited Management Consultant (AMC), 2016*
Master Financial Controller (MFC), 2016*