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Monthly Archive for: "September, 2016"

Follow Us on LinkedIn and Facebook

September 30, 2016
#TFA News
 Follow Us on LinkedIn and Facebook

As a financial strategy resource, Tobias Financial strives to put relevant and valuable insights at your fingertips. Our social media platforms, whether it be our detailed LinkedIn profile or our [...]

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Marianela Collado Joins Tobias Financial Advisors as a Shareholder

September 14, 2016
#TFA News
 Marianela Collado Joins Tobias Financial Advisors as a Shareholder

Congratulations are in order to our very own Marianela Collado, CPA/PFS, CFP®. As of July 1st, 2016 she has officially become a shareholder at Tobias Financial Advisors. Marianela joined Tobias [...]

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What is Cyber Crime, and how can you protect yourself against it?

September 12, 2016
#Events
 What is Cyber Crime, and how can you protect yourself against it?

You’ve likely heard many stories about Cyber Crime in the news and perhaps you even know some people who have been affected by one of these crimes. If you’ve ever received a spoofed email (an [...]

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Jeff Realejo Joins the Tobias Financial Advisors Team

September 8, 2016
#TFA News
 Jeff Realejo Joins the Tobias Financial Advisors Team

Tobias Financial Advisors is pleased to welcome Jeff Realejo to the team. Jeff’s commitment to a full-service investment strategy is a perfect compliment to our established team. He is a hands-on [...]

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Molly Burton Passed The CFP® Examination

September 6, 2016
#TFA News
 Molly Burton Passed The CFP® Examination

Tobias Financial Advisors is proud to announce that Associate Financial Advisor, Molly Burton, has passed the CFP® examination and will soon be applying for her CFP® certificate. The CERTIFIED [...]

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Recent Posts
  • Marketing Associate Petra Jurova earns her Financial Paraplanner Qualified Professional™ (FPQP®) designation
    Marketing Associate Petra Jurova earns her Financial Paraplanner Qualified Professional™ (FPQP®) designation
  • Navigating High-Yield Certificates of Deposit in a Changing Interest Rate Landscape
    Navigating High-Yield Certificates of Deposit in a Changing Interest Rate Landscape
  • Important Factors to Consider as a First-time Investor
    Important Factors to Consider as a First-time Investor
  • 7 Key Tax Questions About Paying off Student Loan Debt
    7 Key Tax Questions About Paying off Student Loan Debt
  • Saving for Retirement Just Got More Complicated
    Saving for Retirement Just Got More Complicated
  • Tobias Financial Advisors Lands on the 2023 Inc. 5000 List of Fastest-Growing Private U.S. Companies
    Tobias Financial Advisors Lands on the 2023 Inc. 5000 List of Fastest-Growing Private U.S. Companies
  • How to Open a Certificate of Deposit (CD) Account
    How to Open a Certificate of Deposit (CD) Account
  • Edzai Chimedza Joining the Board of Directors at Planned Giving Council of Broward
    Edzai Chimedza Joining the Board of Directors at Planned Giving Council of Broward
  • Announcing Melanie Leal Ramirez’s Promotion to Client Service Manager
    Announcing Melanie Leal Ramirez’s Promotion to Client Service Manager
  • Insights into Fitch Rating Downgrade of U.S. Debt
    Insights into Fitch Rating Downgrade of U.S. Debt
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About Us
Tobias Financial Advisors, established in 1980, provides personalized wealth management services to a select group of clients. We are a boutique firm who keeps in close touch with our clients. We are on the registry for the Institute for the Fiduciary Standard.
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TOBIAS FINANCIAL ADVISORS

1000 S. Pine Island Road, Suite 450
Plantation, FL 33324

Phone: 954-424-1660
www.tobiasfinancial.com

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