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 [...]
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 [...]
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 [...]
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. [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
