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Monthly Archive for: "January, 2023"

Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 12:15 PM EST Live or Zoom

January 25, 2023
#In The News
 Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 12:15 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 2023: Highlights of the Heckerling Institute on Estate Planning event [...]

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Welcome Alexander Bailey

January 25, 2023
#TFA News
 Welcome Alexander Bailey

We are excited to welcome Alexander Bailey to our team. He serves as our Financial Planning Associate and is currently working toward earning his CERTIFIED FINANCIAL PLANNER™ professional [...]

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Nearing Retirement and Falling Behind in Savings

January 20, 2023
#Uncategorized
 Nearing Retirement and Falling Behind in Savings

Our Wealth Advisor, Franklin “Franko” Gay, is passionate about helping others achieve their personal goals by utilizing strategic financial and tax planning in their day-to-day lives. Since we [...]

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Top 5 States Where Retirees Are Moving

January 19, 2023
#TFA News
 Top 5 States Where Retirees Are Moving

More and more retirees are making changes in residency. Florida is one of the most popular destinations, along with North Carolina, Michigan, Arizona, and Georgia. The driving force behind the [...]

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Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation

January 18, 2023
#TFA News
 Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation

Our vision is to inspire, educate, and prepare our clients so they can live the lives they want. With this in mind, our team members are always committed to developing their skills and education [...]

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Get To Know Christopher Brooks

January 17, 2023
#TFA News
 Get To Know Christopher Brooks

When you ask Christopher to describe his favorite childhood memory, he answers, moving. Brazil, Pembroke Pines, San Diego, Baltimore, and Barcelona are just a few places Christopher has lived in [...]

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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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