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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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Recent Posts
  • The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023
    The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023
  • Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 12:15 PM EST Live or Zoom
    Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 12:15 PM EST Live or Zoom
  • Welcome Alexander Bailey
    Welcome Alexander Bailey
  • Nearing Retirement and Falling Behind in Savings
    Nearing Retirement and Falling Behind in Savings
  • Top 5 States Where Retirees Are Moving
    Top 5 States Where Retirees Are Moving
  • Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation
    Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation
  • Get To Know Christopher Brooks
    Get To Know Christopher Brooks
  • Welcome, Lonnie Sluchak!
    Welcome, Lonnie Sluchak!
  • Introducing Our New Tobias Financial Advisors’ Client Portal
    Introducing Our New Tobias Financial Advisors’ Client Portal
  • What’s The Difference Between a Broker and an Advisor?
    What’s The Difference Between a Broker and an Advisor?
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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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