Join us in congratulating Christopher Brooks, our Wealth Planner, who recently earned his CERTIFIED FINANCIAL PLANNER™ certification. The professional certification formally recognizes advisors [...]
Why is college planning more important today than ever before and what are the advantages of having a college plan? The earlier you start planning the better. Planning early can help spare your [...]
We are excited to welcome Erika Roldan to our team. Erika serves as a Client Service Intern. She supports our client service and operations team with process reviews, documentation, along with [...]
Steadfast in our commitment to community involvement, Tobias Financial Advisors is a proud supporter of Memorial Healthcare System’s CHOP Challenge. On May 17th, 2023, Memorial Healthcare System [...]
Tobias Financial Advisors is proud to announce that our COO Edgar Collado, CEPA® and our Wealth Advisor Franklin Gay, CFP®, EA will serve as presenters at the NAPFA Spring 2023 National [...]
