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 [...]
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 [...]
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 [...]
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 [...]
Congratulations to our colleague and Wealth Planner Franklin Gay, CFP®, EA as he was recently named a task force member for the FPA® NextGen Gathering. Committed to education and bettering the [...]
On August 12th, our COO Edgar Collado will be sharing his expertise in Strategy and Operations as part of the Financial Planning Association’s NextGen Gathering Sessions 2021. The Financial [...]
Tobias Financial Advisors is proud to announce that Catalina Franco-Cicero, MS, CFP® is sharing her extensive knowledge in financial planning with the next generation of planners at this year’s [...]
Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve on the 2021-2022 Board of Directors for the Planned Giving Council of Broward County. The Planned Giving [...]
Are you able to sleep at night? For some retirees, having accessible cash in the event of an emergency can bring a certain level of comfort. How much cash do you need? That is dependent on your [...]
Diversity and inclusion are integral components of Tobias Financial Advisors’ core values. We are proud of our commitment to cultivating a team of diverse professionals, representing the [...]
