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Monthly Archive for: "April, 2022"

HIFON Talks Tech – Implementing Your Firm’s Tech Objectives – Wednesday, May 4th, 2022

April 27, 2022
#Events
 HIFON Talks Tech – Implementing Your Firm’s Tech Objectives – Wednesday, May 4th, 2022

Tobias Financial Advisors is proud to announce that our COO Edgar Collado will be presenting at the T3 Technology Conference for Advisors on May 4th, 2022 in Dallas, Texas. The T3 conference is a [...]

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Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning – Tuesday 5/3 @ 12:10 PM EST Live or Zoom

April 26, 2022
#Estate Planning, Uncategorized
 Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning – Tuesday 5/3 @ 12:10 PM EST Live or Zoom

Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist at Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning event [...]

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Should you consider a Roth IRA conversion when the market drops? Here’s what professionals say

April 5, 2022
#In The News
 Should you consider a Roth IRA conversion when the market drops? Here’s what professionals say

Are you considering a Roth Conversion? If so, you may want to act when the stock market drops. Recently, our CEO Marianela Collado was quoted on CNBC sharing what to consider regarding the [...]

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InvestmentNews Honors Catalina Franco-Cicero for Efforts in Diversity, Equity & Inclusion

April 4, 2022
#In The News

Tobias Financial Advisors is proud to announce that our Wealth Advisor Catalina Franco-Cicero has been selected by InvestmentNews as a recipient of the Excellence in Diversity, Equity & [...]

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Recent Posts
  • Spring-clean Finances with Some Automation
    Spring-clean Finances with Some Automation
  • Get To Know Ramesh Narine
    Get To Know Ramesh Narine
  • HIFON Talks Tech – Implementing Your Firm’s Tech Objectives – Wednesday, May 4th, 2022
    HIFON Talks Tech – Implementing Your Firm’s Tech Objectives – Wednesday, May 4th, 2022
  • Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning – Tuesday 5/3 @ 12:10 PM EST Live or Zoom
    Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning – Tuesday 5/3 @ 12:10 PM EST Live or Zoom
  • Should you consider a Roth IRA conversion when the market drops? Here’s what professionals say
    Should you consider a Roth IRA conversion when the market drops? Here’s what professionals say
  • InvestmentNews Honors Catalina Franco-Cicero for Efforts in Diversity, Equity & Inclusion
  • Should You Defer Capital Gains Taxes With a 1031 Exchange?
    Should You Defer Capital Gains Taxes With a 1031 Exchange?
  • Tobias Financial Advisors Announces Several Key Promotions
    Tobias Financial Advisors Announces Several Key Promotions
  • Meet Franklin “Franko” Gay
    Meet Franklin “Franko” Gay
  • Here’s when married filing separately makes sense, according to tax experts
    Here’s when married filing separately makes sense, according to tax experts
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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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