Our team at Tobias Financial Advisors is always looking for ways to improve our service. Whether that means researching the best possible investments for your portfolio, creating comprehensive [...]
Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a speaker on CNBC Your Money 2022 on Tuesday, November 1st at 12:00 PM ET. The program features [...]
Acting plays a major part in Alex’s life and her journey toward her career. When she was younger, she wanted to pursue an acting career seriously and auditioned for a few roles in the theater at [...]
Recently, our Portfolio Analyst, Charles “Chad” NeSmith spoke at the Planned Giving Council of Broward. The discussed topics included market performance, breakdown of broad economic data and [...]
Did you know your charitable gift can have a bigger impact and affect generations to come? Our CEO Marianela Collado will lead an informative workshop on ways to optimize your charitable giving [...]
Our Wealth Advisor Catalina Franco-Cicero will be a part of a panel discussion hosted by Morningstar on September 28th at 10:00AM ET. Honoring Hispanic Heritage Month, Catalina will share her [...]
Tobias Financial Advisors is proud to announce that our COO Edgar Collado will be presenting at Bob Veres’ Insider’s Forum on September 29th. The Insider’s Forum conference is intended for [...]
Tobias Financial Advisors is proud to announce that our Wealth Advisor Yesenia Realejo will serve as a panelist at The Institute for the Fiduciary Standard on Wednesday, September 21st at 3:00 PM [...]
Our COO Edgar Collado will be leading a workshop “Sourcing Capital for Your Business” for The Lauderhill CRA Small Business Academy on September 13th at 6:00 P.M. EDT. During the workshop [...]
When Maria moved to the Unites States, she experienced “a culture shock.” Born in Cuba and raised in the Canary Islands, Maria’s parents decided to move to the United States to seek better [...]
