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Daily Archive for: "July 14th, 2023"

Marianela Collado Appointed to the AICPA Personal Financial Planning Executive Committee

July 14, 2023
#In The News
 Marianela Collado Appointed to the AICPA Personal Financial Planning Executive Committee

We are thrilled to announce that our CEO Marianela Collado has been appointed to the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning (PFP) Executive [...]

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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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