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Monthly Archive for: "August, 2022"

Edgar Collado on Wealth Science Podcast by CRM Science

August 24, 2022
#In The News
 Edgar Collado on Wealth Science Podcast by CRM Science

Recently, our COO Edgar Collado was a guest on Wealth Science Podcast by CRM Science hosted by Joe Griffith. Edgar spoke about Tobias Financial Advisors, his insights from T3 Technology [...]

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Marianela Collado Featured in Shoutout Miami

August 23, 2022
#In The News
 Marianela Collado Featured in Shoutout Miami

Our CEO Marianela Collado was featured in Shoutout Miami where she offered us a deeper look into her personal and professional life. She shared her experience as a business owner, what challenges [...]

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Get To Know Maria Hernandez

August 16, 2022
#TFA News
 Get To Know Maria Hernandez

When Maria moved to the Unites States, she experienced “a culture shock.” Born in Cuba and raised in the Canary Islands, Maria’s parents decided to move to the United States to seek better [...]

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FPA NexGen Gathering – Flamingo Las Vegas Hotel & Casino – August 23-25, 2022

August 15, 2022
#TFA News
 FPA NexGen Gathering – Flamingo Las Vegas Hotel & Casino – August 23-25, 2022

Tobias Financial Advisors is proud to announce that our Wealth Advisor Franklin “Franko” Gay serves on the National FPA NexGen Task Force and is one of the planners responsible for this year’s [...]

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Organizations We Support

August 11, 2022
#TFA News
 Organizations We Support

At Tobias Financial Advisors, we adhere to a strict set of core values. Community involvement and helping people are at the top of the list. We take great pride in finding meaningful ways to [...]

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CHIP: The Represented Series Education Edition with Catalina Franco-Cicero, MS, CFP®

August 2, 2022
#TFA News
 CHIP: The Represented Series Education Edition with Catalina Franco-Cicero, MS, CFP®

Our Wealth Advisor Catalina Franco-Cicero led an informative discussion on CHIP: The Represented Series Education Edition about financial planning and management tasks we should complete to [...]

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Recent Posts
  • Marketing Associate Petra Jurova earns her Financial Paraplanner Qualified Professional™ (FPQP®) designation
    Marketing Associate Petra Jurova earns her Financial Paraplanner Qualified Professional™ (FPQP®) designation
  • Navigating High-Yield Certificates of Deposit in a Changing Interest Rate Landscape
    Navigating High-Yield Certificates of Deposit in a Changing Interest Rate Landscape
  • Important Factors to Consider as a First-time Investor
    Important Factors to Consider as a First-time Investor
  • 7 Key Tax Questions About Paying off Student Loan Debt
    7 Key Tax Questions About Paying off Student Loan Debt
  • Saving for Retirement Just Got More Complicated
    Saving for Retirement Just Got More Complicated
  • Tobias Financial Advisors Lands on the 2023 Inc. 5000 List of Fastest-Growing Private U.S. Companies
    Tobias Financial Advisors Lands on the 2023 Inc. 5000 List of Fastest-Growing Private U.S. Companies
  • How to Open a Certificate of Deposit (CD) Account
    How to Open a Certificate of Deposit (CD) Account
  • Edzai Chimedza Joining the Board of Directors at Planned Giving Council of Broward
    Edzai Chimedza Joining the Board of Directors at Planned Giving Council of Broward
  • Announcing Melanie Leal Ramirez’s Promotion to Client Service Manager
    Announcing Melanie Leal Ramirez’s Promotion to Client Service Manager
  • Insights into Fitch Rating Downgrade of U.S. Debt
    Insights into Fitch Rating Downgrade of U.S. Debt
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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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