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Daily Archive for: "December 12th, 2016"

Marianela Collado Represents Tobias Financial at the Heckerling Institute

December 12, 2016
#TFA News, Women
 Marianela Collado Represents Tobias Financial at the Heckerling Institute

Marianela Collado, CPA/PFS, CFP®, is representing Tobias Financial Advisors at Heckerling Institute’s 51st Annual Estate Planning Seminar this upcoming January. The seminar focuses on recent [...]

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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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