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Monthly Archive for: "June, 2019"

Do You Need Help Sticking to a Budget?

June 28, 2019
#In The News
 Do You Need Help Sticking to a Budget?

Do you find budgeting to be a difficult endeavor? According to this Credit Karma article, the majority of Americans are NOT sticking to a budget. Yet, budgeting can keep you focused and [...]

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Marianela Collado receives the Women’s Choice Award® for financial advisors by Women for Women

June 27, 2019
#In The News
 Marianela Collado receives the Women’s Choice Award® for financial advisors by Women for Women

Plantation, Florida – As the leading advocate for female consumers, WomenCertified Inc. is pleased to announce that Marianela Collado of Tobias Financial Advisors has received the Women’s Choice [...]

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Prepare Now for a Hurricane

June 26, 2019
#Wealth Management
 Prepare Now for a Hurricane

With hurricane season upon us, it is time to put preparations in place. While we can never be sure when a storm might stir up, we can be sure that we are ready. GET YOUR HOME READY Take a good [...]

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Tune In to Catalina on the 2050 Trailblazers Podcast

June 6, 2019
#In The News
 Tune In to Catalina on the 2050 Trailblazers Podcast

Catalina Franco-Cicero was recently a guest on the 2050 Trailblazers Podcast with Rianka Dorsainvil. She spoke about her own journey and her passion for making financial planning accessible to [...]

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Recent Posts
  • Christopher Brooks Earns CERTIFIED FINANCIAL PLANNER™ Designation
    Christopher Brooks Earns CERTIFIED FINANCIAL PLANNER™ Designation
  • 529 Plans & Other College Savings Options
    529 Plans & Other College Savings Options
  • Welcome Erika Roldan
    Welcome Erika Roldan
  • Memorial Healthcare System: CHOP Challenge – 5/17/2023
    Memorial Healthcare System: CHOP Challenge – 5/17/2023
  • Exit Planning for Your Client’s Business – NAPFA Spring 2023 National Conference – San Diego, CA – 5/10-5/13.
    Exit Planning for Your Client’s Business – NAPFA Spring 2023 National Conference – San Diego, CA – 5/10-5/13.
  • Get to Know Melanie Leal Ramirez
    Get to Know Melanie Leal Ramirez
  • Marianela Collado On Teaching Kids About Savings and Investing
    Marianela Collado On Teaching Kids About Savings and Investing
  • CEO Marianela Collado Serves as a Panelist on The Collaborative Family Law Professionals of South Florida Webinar: Tuesday, April 18th
    CEO Marianela Collado Serves as a Panelist on The Collaborative Family Law Professionals of South Florida Webinar: Tuesday, April 18th
  • What’s on your financial wellness checklist?
    What’s on your financial wellness checklist?
  • One Big Thing People Forget to Consider When Thinking About How Much They Need to Retire.
    One Big Thing People Forget to Consider When Thinking About How Much They Need to Retire.
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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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