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Monthly Archive for: "December, 2021"

10 Financial Moves to Make in Your 60s

December 20, 2021
#Retirement Planning
 10 Financial Moves to Make in Your 60s

If you are approaching or celebrating your 60th birthday this year, it critical to ensure your retirement plan is prepared to meet your needs and goals throughout these years. Going through a [...]

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Tobias Financial Advisor’s Wealth Advisor Yesenia Ramirez Joins Community Foundation for Palm Beach and Martin Counties’ Philanthropic Advisory Council Ambassador Program (PACAP)

December 15, 2021
#TFA News, Uncategorized
 Tobias Financial Advisor’s Wealth Advisor Yesenia Ramirez Joins Community Foundation for Palm Beach and Martin Counties’ Philanthropic Advisory Council Ambassador Program (PACAP)

Tobias Financial Advisors is proud to announce that Yesenia Ramirez, CFP® is joining Community Foundation for Palm Beach and Martin Counties’ Philanthropic Advisory Council Ambassador [...]

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Get To Know Charles “Chad” NeSmith

December 9, 2021
#TFA News
 Get To Know Charles “Chad” NeSmith

There are certain moments in a person’s life that make an impact. For our Portfolio Analyst Charles “Chad” NeSmith, there was a series of moments. At a young age, Chad fell in love with Boy [...]

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FICPA Conversations: Marianela Collado’s Journey From Teenage Bookkeeper to CPA and CEO

December 6, 2021
#In The News, Uncategorized
 FICPA Conversations: Marianela Collado’s Journey From Teenage Bookkeeper to CPA and CEO

Over the years, the accounting profession has changed and our CEO Marianela Collado is determined to be a part of this movement. Entering the profession in the early 2000s, Marianela found it not [...]

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  • Exit Planning for Your Client’s Business – NAPFA Spring 2023 National Conference – San Diego, CA – 5/10-5/13.
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  • 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
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  • 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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Plantation, FL 33324

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