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 to help our clients achieve their financial goals. Tobias Financial Advisors is proud that our team members constantly strive to grow and expand their knowledge. We are excited to announce that our Wealth Advisor Catalina Franco-Cicero recently earned her Certified Tax Specialist (CTS™) designation.
The CTS™ designation helps the advisor to provide guidance on the impact of current tax regulations on individuals, couples, families, and business owners. Moreover, it provides knowledge in the areas of income splitting, gifting, inheritances, deduction maximization and audit minimization.
We are excited to see Catalina grow and continue providing exceptional service to our clients.
To read more about Catalina, visit her bio here.