Like most young kids, Ramesh went searching for an opportunity to make new friends. To his surprise and trepidation, he discovered the track team. Admittedly not an avid runner and needing [...]
It is with tremendous pride and excitement that Tobias Financial Advisors announces the promotions of Franklin Gay, CFP®, EA, and Edzai Chimedza, CFP®, to Wealth Advisor I; Catalina Franco-Cicero [...]
Have you ever met a real-life cowboy? Well, next time you stop by Tobias Financial Advisors make sure to say hello to Franklin “Franko” Gay. Prior to joining our team and pursuing a career in [...]
Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist at the Planned Giving Council of Broward County’s virtual event on February 15th. During the [...]
Tobias Financial Advisors is proud to announce that Yesenia Ramirez, CFP® is joining Community Foundation for Palm Beach and Martin Counties’ Philanthropic Advisory Council Ambassador [...]
There are certain moments in a person’s life that make an impact. For our Portfolio Analyst Charles “Chad” NeSmith, there was a series of moments. At a young age, Chad fell in love with Boy [...]
With the end of the year quickly approaching and potential impending tax law changes, it is a good time to evaluate available year-end tax moves. Recently, our CEO Marianela Collado was quoted [...]
Join us in congratulating Edzai Chimedza, Wealth Planner, who recently earned his CERTIFIED FINANCIAL PLANNER™ certification. The professional certification formally recognizes advisors who have [...]
Are you looking for a firm that understands your unique needs? Recently, our Wealth Advisor Catalina Franco-Cicero, MS, CFP® shared her expertise with Morningstar about the importance of [...]
“No matter where people are from, they are different, yet the same.” Our very own Monica Serrano learned this through her many travels. With a strong interest in art and architecture, Monica took [...]
