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BLOG

Get To Know Ramesh Narine

May 2, 2022
#TFA News
 Get To Know Ramesh Narine

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 [...]

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Tobias Financial Advisors Announces Several Key Promotions

March 31, 2022
#TFA News
 Tobias Financial Advisors Announces Several Key Promotions

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 [...]

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Meet Franklin “Franko” Gay

March 23, 2022
#TFA News
 Meet Franklin “Franko” Gay

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 [...]

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Planned Giving Council of Broward County

February 11, 2022
#TFA News
 Planned Giving Council of Broward County

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 [...]

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Tobias Financial Advisor’s Wealth Advisor Yesenia Ramirez Joins Community Foundation for Palm Beach and Martin Counties’ Philanthropic Advisory Council Ambassador Program (PACAP)

December 15, 2021
#TFA News, Uncategorized
 Tobias Financial Advisor’s Wealth Advisor Yesenia Ramirez Joins Community Foundation for Palm Beach and Martin Counties’ Philanthropic Advisory Council Ambassador Program (PACAP)

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 [...]

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Get To Know Charles “Chad” NeSmith

December 9, 2021
#TFA News
 Get To Know Charles “Chad” NeSmith

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 [...]

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These year-end tax moves may help you save, regardless of what happens in Congress

October 4, 2021
#TFA News
 These year-end tax moves may help you save, regardless of what happens in Congress

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 [...]

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Edzai Chimedza Earns CERTIFIED FINANCIAL PLANNER™ Designation

September 15, 2021
#TFA News
 Edzai Chimedza Earns CERTIFIED FINANCIAL PLANNER™ Designation

Join us in congratulating Edzai Chimedza, Wealth Planner, who recently earned his CERTIFIED FINANCIAL PLANNER™ certification. The professional certification formally recognizes advisors who have [...]

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8 Key Steps to Provide Better Advice to Latino Clients

May 20, 2021
#TFA News
 8 Key Steps to Provide Better Advice to Latino Clients

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 [...]

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Get to Know Monica Serrano

May 14, 2021
#TFA News
 Get to Know Monica Serrano

“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 [...]

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Recent Posts
  • How to Fix a Common Client Problem: Too Little Insurance Protection
    How to Fix a Common Client Problem: Too Little Insurance Protection
  • Here’s why a Roth IRA conversion may pay off in a down market
    Here’s why a Roth IRA conversion may pay off in a down market
  • Tackling Death: A Stepwise Process for Being Prepared for the Inevitable
    Tackling Death: A Stepwise Process for Being Prepared for the Inevitable
  • 2022 Women’s Leadership Summit
    2022 Women’s Leadership Summit
  • Spring-clean Finances with Some Automation
    Spring-clean Finances with Some Automation
  • Get To Know Ramesh Narine
    Get To Know Ramesh Narine
  • HIFON Talks Tech – Implementing Your Firm’s Tech Objectives – Wednesday, May 4th, 2022
    HIFON Talks Tech – Implementing Your Firm’s Tech Objectives – Wednesday, May 4th, 2022
  • Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning – Tuesday 5/3 @ 12:10 PM EST Live or Zoom
    Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning – Tuesday 5/3 @ 12:10 PM EST Live or Zoom
  • Should you consider a Roth IRA conversion when the market drops? Here’s what professionals say
    Should you consider a Roth IRA conversion when the market drops? Here’s what professionals say
  • InvestmentNews Honors Catalina Franco-Cicero for Efforts in Diversity, Equity & Inclusion
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About Us
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.
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TOBIAS FINANCIAL ADVISORS

1000 S. Pine Island Road, Suite 450
Plantation, FL 33324

Phone: 954-424-1660
www.tobiasfinancial.com

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