Category: Women


Marianela Collado to Speak on CNBC Women & Wealth – March 5th, 2024.

We are thrilled to announce that our CEO, Marianela Collado, CPA/PFS, CFP®, CDS® will serve as one of the speakers at the upcoming CNBC Women & Wealth on March 5th, 2024. Marianela’s session will focus on retirement planning and how women can maximize their financial future. Women often face unique challenges when it comes to retirement […]

Read More

Who’s Who Women of Influence

Passionate about wealth management and mentoring young women as they pursue their career aspirations, Tobias Financial Advisors’ CEO Marianela “Nela” Collado was featured as a Who’s Who Women of Influence in the September issue of Lifestyle Magazine.  In the article, Nela challenges young women to interview the company and the management. “Look for positive energy […]

Read More

How Marianela is Changing the Face of Finance

Marianela Collado, CEO at Tobias Financial Advisors, recently wrote an article for the Andersen Alumni Association’s quarterly newsletter. The Andersen Alumni Association exists to provide an easy way for those previously employed by Arthur Andersen to continue to stay in touch and learn from one another. Marianela’s article, “Changing the Face of Finance,” can be […]

Read More

Why Even Rich People Worry About Money

We all worry about money. Whether you worry about how to pay your bills next month or about estate and tax planning, we all have has some concern about how to best use the money we have.  With money comes a responsibility to use it well, and with more money comes more responsibility to be […]

Read More

Three Ways Women are Changing the Financial Industry

In many ways, finance is no longer seen as “the man’s job.” While a woman’s influence has long been a powerful force, her role as an economic driver has become more recognized – and it’s starting to show. As women take on primary financial roles, they bring unique perspectives and experiences,   uncovering fresh, creative approaches. […]

Read More

Finances and Divorce: What You Need to Know

If you’re in the pre-planning stages of divorce or thinking about getting a divorce, you may be feeling overwhelmed with all the things you need to consider. One of the biggest considerations during this time will be your finances both during and after the divorce. While this can be a difficult time for all parties […]

Read More

Marianela Collado Represents Tobias Financial at the Heckerling Institute

Marianela Collado, CPA/PFS, CFP®, is representing Tobias Financial Advisors at Heckerling Institute’s 51st Annual Estate Planning Seminar this upcoming January. The seminar focuses on recent developments including 2016 election implications, Section 2704 Proposed Regulations, elder law, international planning, and more. The program is led by the industry’s top estate planning experts and a representative of […]

Read More

Why women should learn to manage their finances

This article was featured in the Personal Finance section of El Nuevo Herald on Sunday, February 28, 2016. The article highlights the many reasons why we at TFA strongly urge both partners in a relationship to attend our meetings. Please find the link to the published article at the bottom of this post. Recent statistics […]

Read More

On your keyboard tap enter to search or esc to close