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Monthly Archive for: "August, 2020"

Investment News – Team Morale

August 24, 2020
#In The News
 Investment News – Team Morale

Managing team morale is an important part of maintaining productivity and staying connected during this pandemic.  Recently, our Chief Executive Officer Marianela “Nela” Collado was quoted [...]

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Get to Know Ryan Pakzad

August 19, 2020
#In The News
 Get to Know Ryan Pakzad

“Change is an inevitable constant. It is one’s adaptation to change that matters.” Ryan learned this powerful lesson from a very young age. His family moved to the United States from Iran as his [...]

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3 Passive Income Streams To Support Your Financial Plan

August 13, 2020
#In The News
 3 Passive Income Streams To Support Your Financial Plan

Depending on your lifestyle and financial goals, passive income streams might be able to support your plans. There are many different approaches to income streams, from active second jobs to [...]

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Ben Tobias Appointed to the Memorial and Joe DiMaggio Children’s Hospital Foundations’ Board of Directors

August 10, 2020
#In The News
 Ben Tobias Appointed to the Memorial and Joe DiMaggio Children’s Hospital Foundations’ Board of Directors

Tobias Financial Advisors’ founder Ben Tobias was added to the Memorial and Joe DiMaggio Children’s Hospital Foundations’ Board of Directors. Among the many philanthropic contributions, Ben, [...]

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3 Ways We Keep Laughing And Connected During The Quarantine

August 6, 2020
#Next Gen Planning
 3 Ways We Keep Laughing And Connected During The Quarantine

COVID-19 stay-at-home orders meant our team spent the last few months working remotely, something that comes with a lot of advantages, as well as its share of challenges. The thing we missed the [...]

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Tobias Financial Advisors Among Financial Times’ Top RIA’s

August 3, 2020
#In The News
 Tobias Financial Advisors Among Financial Times’ Top RIA’s

Tobias Financial Advisors was recently listed among Financial Times’ Top 300 RIAs for 2020. We are so thrilled with this honor, as we are among great company. This list includes some of the best [...]

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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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