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 [...]
Help us make the world a more welcoming place! On April 24th our team is excited to participate in this year’s Best Buddies Friendship Walk. The Best Buddies Friendship Walk is the leading walk [...]
As we celebrate our mothers this Mother’s Day, Tobias Financial Advisors is proud to announce that our CEO and super mom Marianela Collado will be recognized at this year’s 28th annual Mother’s [...]
Listening intently, Lily internalized the stories of her friends and family. “Coming from a big family, we had many gatherings that represented different cultures. That was my time to interact [...]
The SCORE Foundation is the philanthropic arm of SCORE, which has the nation’s largest network of volunteers, providing expert business mentors to help individuals and small businesses reach [...]
