Recently, our Portfolio Analyst, Charles “Chad” NeSmith spoke at the Planned Giving Council of Broward. The discussed topics included market performance, breakdown of broad economic data and [...]
Did you know your charitable gift can have a bigger impact and affect generations to come? Our CEO Marianela Collado will lead an informative workshop on ways to optimize your charitable giving [...]
Our Wealth Advisor Catalina Franco-Cicero will be a part of a panel discussion hosted by Morningstar on September 28th at 10:00AM ET. Honoring Hispanic Heritage Month, Catalina will share her [...]
Tobias Financial Advisors is proud to announce that our COO Edgar Collado will be presenting at Bob Veres’ Insider’s Forum on September 29th. The Insider’s Forum conference is intended for [...]
Tobias Financial Advisors is proud to announce that our Wealth Advisor Yesenia Realejo will serve as a panelist at The Institute for the Fiduciary Standard on Wednesday, September 21st at 3:00 PM [...]
The deadline for third-quarter estimated taxes is September 15th, applying to income from self-employment, small businesses, investments, gig economy work and more. If you have not been sending [...]
Our COO Edgar Collado will be leading a workshop “Sourcing Capital for Your Business” for The Lauderhill CRA Small Business Academy on September 13th at 6:00 P.M. EDT. During the workshop [...]
Recently, our COO Edgar Collado was a guest on Wealth Science Podcast by CRM Science hosted by Joe Griffith. Edgar spoke about Tobias Financial Advisors, his insights from T3 Technology [...]
Our CEO Marianela Collado was featured in Shoutout Miami where she offered us a deeper look into her personal and professional life. She shared her experience as a business owner, what challenges [...]
When Maria moved to the Unites States, she experienced “a culture shock.” Born in Cuba and raised in the Canary Islands, Maria’s parents decided to move to the United States to seek better [...]
