Customer Relationship Summary (CRS)

Let us know how we can help.

Richard Toban, ChFC®, CLU®

(206) 418-6658 talk / (301) 323-8767 talk & text
richard@ashirafinancial.com

Sharon Lerner-Toban

(206) 501-6723
sharon@ashirafinancial.com

Disclosures

© 2024 Ashira Financial, LLC

Linkedin
Richard S. Toban is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Ashira Financial, LLC. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.
RIchard Toban holds CA Insurance License 0H08473 in addition to insurance licenses with several other states.