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Who’s Who Women of Influence

September 3, 2020
#In The News, Women
 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 [...]

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How Marianela is Changing the Face of Finance

May 14, 2019
#In The News, Women
 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 [...]

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Welcome, Marnie!

March 28, 2019
#TFA News, Women
 Welcome, Marnie!

We are happy to introduce you to the newest member of our team, Marnie Bourne, our Operations Associate. She will be working alongside the advisory, service, and operations teams to help us [...]

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Why Even Rich People Worry About Money

June 19, 2018
#Assets, Investment Management, Next Gen Planning, Retirement Planning, Wealth Management, Women
 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 [...]

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Three Ways Women are Changing the Financial Industry

March 8, 2018
#Women
 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 [...]

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Finances and Divorce: What You Need to Know

October 9, 2017
#Children, Women
 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 [...]

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Marianela Collado Represents Tobias Financial at the Heckerling Institute

December 12, 2016
#TFA News, Women
 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 [...]

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Why women should learn to manage their finances

March 22, 2016
#Investment Management, Women
 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 [...]

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Recent Posts
  • Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 11:30 AM EST Live or Zoom
    Best of Heckerling 2023: Highlights of the Heckerling Institute on Estate Planning – Wednesday 2/1 @ 11:30 AM EST Live or Zoom
  • Welcome Alexander Bailey
    Welcome Alexander Bailey
  • Nearing Retirement and Falling Behind in Savings
    Nearing Retirement and Falling Behind in Savings
  • Top 5 States Where Retirees Are Moving
    Top 5 States Where Retirees Are Moving
  • Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation
    Wealth Advisor Catalina Franco-Cicero earns her Certified Tax Specialist (CTS™) designation
  • Get To Know Christopher Brooks
    Get To Know Christopher Brooks
  • Welcome, Lonnie Sluchak!
    Welcome, Lonnie Sluchak!
  • Introducing Our New Tobias Financial Advisors’ Client Portal
    Introducing Our New Tobias Financial Advisors’ Client Portal
  • What’s The Difference Between a Broker and an Advisor?
    What’s The Difference Between a Broker and an Advisor?
  • CNBC Your Money – Virtual Summit – Tuesday 11/1 @ 12:00 PM ET
    CNBC Your Money – Virtual Summit – Tuesday 11/1 @ 12:00 PM ET
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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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