Our vision is to inspire, educate, and prepare our clients so they can live the lives they want. With this in mind, our team members are always committed to developing their skills and education [...]
We are honored to share that we were named one of the fastest-growing privately held companies on the 2023 Inc. 5000 List produced by Inc. magazine. This special designation is awarded to U.S. [...]
Professional growth and development of our employees is very important to us, which is why we are thrilled to announce that Melanie Leal Ramirez has been promoted to Client Service Manager! Since [...]
Our team at Tobias Financial Advisors is always looking for ways to improve our service. After recently launching our updated financial portal to provide an enhanced experience when viewing your [...]
Petra Jurova was born and raised in Bratislava, the beautiful capital city of Slovakia. She is fluent in Slovak, Czech, as well as English and was one of the only non-native English speakers in [...]
As some of you may know, in 2020 TD Ameritrade was acquired by Charles Schwab. They have been operating mostly separately since then and are now in the final stages of combining their businesses. [...]
Join us in congratulating Christopher Brooks, our Wealth Planner, who recently earned his CERTIFIED FINANCIAL PLANNER™ certification. The professional certification formally recognizes advisors [...]
We are excited to welcome Erika Roldan to our team. Erika serves as a Client Service Intern. She supports our client service and operations team with process reviews, documentation, along with [...]
Steadfast in our commitment to community involvement, Tobias Financial Advisors is a proud supporter of Memorial Healthcare System’s CHOP Challenge. On May 17th, 2023, Memorial Healthcare System [...]
If you were to ask those who know Melanie Leal Ramirez to describe her, the first words they would mention are motivated self-starter. Melanie takes challenges head-on and has relentless [...]
