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Monthly Archive for: "April, 2023"

Get to Know Melanie Leal Ramirez

April 27, 2023
#TFA News
 Get to Know Melanie Leal Ramirez

If you were to ask those who know Melanie Leal Ramirez to describe her, the first words they would mention are motivated self-starter.  Melanie takes challenges head-on and has relentless [...]

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Marianela Collado On Teaching Kids About Savings and Investing

April 17, 2023
#Children
 Marianela Collado On Teaching Kids About Savings and Investing

As a parent, you want the best for your children. Most likely, it means you want them to be safe and secure. And, you want to lay a foundation that they can build upon to do well in life. [...]

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CEO Marianela Collado Serves as a Panelist on The Collaborative Family Law Professionals of South Florida Webinar: Tuesday, April 18th

April 14, 2023
#Events
 CEO Marianela Collado Serves as a Panelist on The Collaborative Family Law Professionals of South Florida Webinar: Tuesday, April 18th

Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist on the Collaborative Family Law Professionals of South Florida virtual webinar on Tuesday, [...]

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What’s on your financial wellness checklist?

April 13, 2023
#Investment Plan, Investment Planning
 What’s on your financial wellness checklist?

Have you been concerned about the recent volatility in the markets? You are not alone. The good news is there are ways to keep your investment goals in check. Our Chief Investment Officer Matthew [...]

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One Big Thing People Forget to Consider When Thinking About How Much They Need to Retire.

April 11, 2023
#In The News, Retirement Planning
 One Big Thing People Forget to Consider When Thinking About How Much They Need to Retire.

How much you need to retire depends on the expectations for life in retirement. Therefore, before thinking about how much money you will need, it is crucial to think through your expectations for [...]

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Edgar Collado on The COO Roundtable Podcast by PFI Advisors

April 7, 2023
#Business Owners, In The News
 Edgar Collado on The COO Roundtable Podcast by PFI Advisors

Continuously learning, improving, and having the mentality of “let’s see if there is a better way to do this” are key attributes of a Chief Operating Officer of a company. Recently, our COO Edgar [...]

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Serving First-Generation Immigrant and First-Generation American Clients

April 5, 2023
#In The News
 Serving First-Generation Immigrant and First-Generation American Clients

Immigrants comprised nearly one in four, or 23.1%, of all U.S. science, technology, engineering, and mathematics workers in 2019, according to a report by the American Immigration Council. They [...]

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Inside the Mind of Younger Clients with Yesenia Realejo

April 3, 2023
#In The News
 Inside the Mind of Younger Clients with Yesenia Realejo

Recently, our Wealth Advisor Yesenia Realejo, CFP® was a guest on the NextGen Planners podcast hosted by Dan Graham. In the episode, “Inside the Mind of Younger Clients” Yesenia discussed the [...]

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  • Get to Know Melanie Leal Ramirez
    Get to Know Melanie Leal Ramirez
  • Marianela Collado On Teaching Kids About Savings and Investing
    Marianela Collado On Teaching Kids About Savings and Investing
  • CEO Marianela Collado Serves as a Panelist on The Collaborative Family Law Professionals of South Florida Webinar: Tuesday, April 18th
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  • One Big Thing People Forget to Consider When Thinking About How Much They Need to Retire.
    One Big Thing People Forget to Consider When Thinking About How Much They Need to Retire.
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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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