Tobias Financial Advisors Announces Several Key Promotions
It is with tremendous pride and excitement that Tobias Financial Advisors announces the promotions of Franklin Gay, CFP®, EA, and Edzai Chimedza, CFP®, to Wealth Advisor I; Catalina Franco-Cicero MS, CFP® and Yesenia Realejo, CFP® to Wealth Advisor II; and Ramesh Narine to Operations Manager.
Each team member will be taking on more of a leadership role based on their record of achievement and unwavering dedication during their time at the firm.
- Edzai and Franklin (Franko), invaluable members of our Advisory Team, use their wealth of knowledge and exceptional client service to benefit everyone they work with.
- Yesenia and Catalina exemplify our firm’s values; along with their many current responsibilities, they serve a vital part in mentoring our next generation of advisors.
- Ramesh is an asset to our Operations Team, taking the lead on many critical projects aimed at enhancing the overall client service experience.
Placing these team members in these new roles allows our firm to continue fulfilling our promise to always act in the best interest of our clients, helping them live the life they want to live.
Learn more about all these newly promoted individuals on our team page.