Lorenzo Bona
Tax & Operations Analyst
EDUCATION
Bachelor’s degree in accounting
Florida Atlantic University – expected in 2026
SPEAKS
English
VALUES
Honesty, integrity, personal growth, learning
INTERESTS
Fitness and health, sports, reading
Lorenzo Bona serves as a Tax & Operations Analyst at Tobias Financial Advisors. He is currently pursuing his bachelor’s degree in accounting at Florida Atlantic University and aspires to become a Certified Public Accountant (CPA). With a strong commitment to continuous learning, Lorenzo is eager to deepen his expertise in tax strategy and financial planning as he prepares for a future career in the industry.
Learn More About Lorenzo Bona
Passionate about problem-solving and financial strategy, Lorenzo values honesty, integrity, and personal growth. His dedication to learning extends beyond the classroom, as he actively seeks opportunities to apply tax principles in real-world scenarios.
Outside of work, Lorenzo enjoys staying active through fitness and sports, as well as unwinding with a good book.
“I am excited to immerse myself in the world of financial strategy—learning the intricacies of tax planning and contributing to meaningful solutions that help clients achieve their financial goals. Every task is an opportunity to grow and make a real impact.”
