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Author Archive for: "tfadmin"

Working with a Real Fiduciary Advisor

March 16, 2023
#TFA News
 Working with a Real Fiduciary Advisor

Are you working with a real fiduciary advisor and what does it mean for you? When working with an advisor, it is important to ask questions to protect your assets and understand if your financial [...]

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InvestmentNews 2023 Best Places to Work for Financial Advisers

March 8, 2023
#In The News, TFA News
 InvestmentNews 2023 Best Places to Work for Financial Advisers

We have some exciting news. On March 7th, 2023, Tobias Financial Advisors has been named one of the 2023 Best Places to Work for Financial Advisers by InvestmentNews!  Tobias Financial Advisors [...]

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Introducing our Tax Team

March 1, 2023
#TFA News
 Introducing our Tax Team

We are excited to introduce our tax team! Our Director of Tax Services Lonnie Sluchak, CPA and our Tax and Operations Analyst Maria Hernandez are the team members behind all tax-related [...]

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The Estate Planning Seminar – Monday, 2/27/2023 at 5:00 PM EST Live

February 22, 2023
#Uncategorized
 The Estate Planning Seminar – Monday, 2/27/2023 at 5:00 PM EST Live

We are excited to announce that our CEO Marianela Collado and Joshua Rosenberg of Kelley Kronenberg will be jointly presenting on Monday, 2/27/2023 at 5:00 PM EST at Kelley Kronenberg, 10360 W. [...]

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South Florida Business Journal 2023 Best Places to Work

February 21, 2023
#In The News
 South Florida Business Journal 2023 Best Places to Work

We have some exciting news. Tobias Financial Advisors has been named one of South Florida’s Best Places to Work by South Florida Business Journal on January 3rd, 2023! We are honored to be [...]

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Fort Lauderdale Chapter of the Exit Planning Institute Launch – February 21, 2023 @5:00 PM EST – The Tower Club Fort Lauderdale

February 17, 2023
#In The News
 Fort Lauderdale Chapter of the Exit Planning Institute Launch – February 21, 2023 @5:00 PM EST – The Tower Club Fort Lauderdale

Tobias Financial Advisors is pleased to announce that our COO Edgar Collado along with other Certified Exit Planning professionals came together to form the Fort Lauderdale Chapter of the Exit [...]

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Runaway Inflation Hurting South Florida Retirees & Delaying It For Many More

February 16, 2023
#In The News
 Runaway Inflation Hurting South Florida Retirees & Delaying It For Many More

Inflation is hitting South Florida retirees and those who would like to retire especially hard. Some are looking to return to work and others can’t retire because costs are soaring – from [...]

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The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023

February 2, 2023
#TFA News
 The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023

Tobias Financial Advisors is pleased to announce that our Wealth Advisor Franklin “Franko” Gay serves on the NAPFA board in the Symposium – Simulcast Coordinator role. We are proud of Franko’s [...]

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Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 12:15 PM EST Live or Zoom

January 25, 2023
#In The News
 Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 12:15 PM EST Live or Zoom

Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist at Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning event [...]

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Welcome Alexander Bailey

January 25, 2023
#TFA News
 Welcome Alexander Bailey

We are excited to welcome Alexander Bailey to our team. He serves as our Financial Planning Associate and is currently working toward earning his CERTIFIED FINANCIAL PLANNER™ professional [...]

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page 1 of 47
Recent Posts
  • Working with a Real Fiduciary Advisor
    Working with a Real Fiduciary Advisor
  • InvestmentNews 2023 Best Places to Work for Financial Advisers
    InvestmentNews 2023 Best Places to Work for Financial Advisers
  • Introducing our Tax Team
    Introducing our Tax Team
  • The Estate Planning Seminar – Monday, 2/27/2023 at 5:00 PM EST Live
    The Estate Planning Seminar – Monday, 2/27/2023 at 5:00 PM EST Live
  • South Florida Business Journal 2023 Best Places to Work
    South Florida Business Journal 2023 Best Places to Work
  • Fort Lauderdale Chapter of the Exit Planning Institute Launch – February 21, 2023 @5:00 PM EST – The Tower Club Fort Lauderdale
    Fort Lauderdale Chapter of the Exit Planning Institute Launch – February 21, 2023 @5:00 PM EST – The Tower Club Fort Lauderdale
  • Runaway Inflation Hurting South Florida Retirees & Delaying It For Many More
    Runaway Inflation Hurting South Florida Retirees & Delaying It For Many More
  • The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023
    The National Association of Personal Financial Advisors (NAPFA) South Region Symposium – Charlotte, NC – February 5-6, 2023
  • Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 12:15 PM EST Live or Zoom
    Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 12:15 PM EST Live or Zoom
  • Welcome Alexander Bailey
    Welcome Alexander Bailey
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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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TOBIAS FINANCIAL ADVISORS

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Plantation, FL 33324

Phone: 954-424-1660
www.tobiasfinancial.com

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