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BLOG

How to Fix a Common Client Problem: Too Little Insurance Protection

June 14, 2022
#In The News
 How to Fix a Common Client Problem: Too Little Insurance Protection

Is your life insurance coverage sufficient? Many people underestimate what a surviving family needs in order to continue living a comfortable life. Often it is not until a life-changing event [...]

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Here’s why a Roth IRA conversion may pay off in a down market

June 9, 2022
#In The News
 Here’s why a Roth IRA conversion may pay off in a down market

Are you considering a Roth IRA conversion? If so, the stock market downturn may be your opportunity to act. Recently, our CEO Marianela Collado was quoted on CNBC sharing her expertise on Roth [...]

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Tackling Death: A Stepwise Process for Being Prepared for the Inevitable

June 8, 2022
#In The News
 Tackling Death: A Stepwise Process for Being Prepared for the Inevitable

Most adults want to make sure that their family members won’t be in an emotional or financial crisis in case of their death. However, many people aren’t sure what to do to ensure it doesn’t [...]

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Spring-clean Finances with Some Automation

May 20, 2022
#In The News
 Spring-clean Finances with Some Automation

When was the last time you checked your automated payments? Automating financial tasks such as paying bills or transferring money into a savings account is a way of making our lives easier and [...]

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Should you consider a Roth IRA conversion when the market drops? Here’s what professionals say

April 5, 2022
#In The News
 Should you consider a Roth IRA conversion when the market drops? Here’s what professionals say

Are you considering a Roth Conversion? If so, you may want to act when the stock market drops. Recently, our CEO Marianela Collado was quoted on CNBC sharing what to consider regarding the [...]

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InvestmentNews Honors Catalina Franco-Cicero for Efforts in Diversity, Equity & Inclusion

April 4, 2022
#In The News

Tobias Financial Advisors is proud to announce that our Wealth Advisor Catalina Franco-Cicero has been selected by InvestmentNews as a recipient of the Excellence in Diversity, Equity & [...]

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FICPA Conversations: Marianela Collado’s Journey From Teenage Bookkeeper to CPA and CEO

December 6, 2021
#In The News, Uncategorized
 FICPA Conversations: Marianela Collado’s Journey From Teenage Bookkeeper to CPA and CEO

Over the years, the accounting profession has changed and our CEO Marianela Collado is determined to be a part of this movement. Entering the profession in the early 2000s, Marianela found it not [...]

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How to Prepare Financially for the Death of a Spouse

August 19, 2021
#In The News
 How to Prepare Financially for the Death of a Spouse

Are you financially secure in life and death? Not only is it important to have a financial plan during your life, but it’s also equally important to understand your financial plan in the event [...]

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Tobias Financial Advisors Lands on the 2021 Inc. 5000 List of Fastest-Growing Private U.S. Companies

August 17, 2021
#In The News
 Tobias Financial Advisors Lands on the 2021 Inc. 5000 List of Fastest-Growing Private U.S. Companies

We are honored to share that we were recently named one of the fastest-growing privately held companies on the 2021 Inc. 5000 List produced by Inc. magazine. This special designation is awarded [...]

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National Pediatric Cancer Foundation: Fashion Funds the Cure

August 14, 2021
#In The News
 National Pediatric Cancer Foundation: Fashion Funds the Cure

On November 13th, Tobias Financial Advisors is proud to sponsor National Pediatric Cancer Foundation’s Fashion Funds the Cure for pediatric cancer. For almost two decades, this fashion show [...]

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Recent Posts
  • How to Fix a Common Client Problem: Too Little Insurance Protection
    How to Fix a Common Client Problem: Too Little Insurance Protection
  • Here’s why a Roth IRA conversion may pay off in a down market
    Here’s why a Roth IRA conversion may pay off in a down market
  • Tackling Death: A Stepwise Process for Being Prepared for the Inevitable
    Tackling Death: A Stepwise Process for Being Prepared for the Inevitable
  • 2022 Women’s Leadership Summit
    2022 Women’s Leadership Summit
  • Spring-clean Finances with Some Automation
    Spring-clean Finances with Some Automation
  • Get To Know Ramesh Narine
    Get To Know Ramesh Narine
  • HIFON Talks Tech – Implementing Your Firm’s Tech Objectives – Wednesday, May 4th, 2022
    HIFON Talks Tech – Implementing Your Firm’s Tech Objectives – Wednesday, May 4th, 2022
  • Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning – Tuesday 5/3 @ 12:10 PM EST Live or Zoom
    Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning – Tuesday 5/3 @ 12:10 PM EST Live or Zoom
  • Should you consider a Roth IRA conversion when the market drops? Here’s what professionals say
    Should you consider a Roth IRA conversion when the market drops? Here’s what professionals say
  • InvestmentNews Honors Catalina Franco-Cicero for Efforts in Diversity, Equity & Inclusion
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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

1000 S. Pine Island Road, Suite 450
Plantation, FL 33324

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

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