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 [...]
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 [...]
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 [...]
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 & [...]
