Congratulations to Marianela for being featured in Weston Life magazine. In its May 2019 issue, Weston Life features a number of local moms and their impact on the community. Marianela was chosen [...]
Congratulations to our own Marianela Collado for being named an honoree for the Hispanic Women of Distinction award. Out of dozens of outstanding nominations, 12 women from Broward, Dade and Palm [...]
Professional growth and development for our employees is very important to us, which is why we are thrilled to announce that Yesenia Ramirez has been promoted to Financial Advisor! Yesenia joined [...]
Join us in welcoming our newest Financial Advisor, Aaron Krasney. Aaron joined Tobias Financial Advisors in August and has hit the ground running. He began coursework to prepare for the CFP® exam [...]
Tobias Financial Advisors is happy to welcome Aimee Morfa to the team. Aimee is our Administrative Assistant, who brings over a decade of customer support experience to our firm. After working at [...]
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.