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6 Female CPAs Share What They Want Their Female Clients to Know About Investing

December 15, 2017
#In The News
 6 Female CPAs Share What They Want Their Female Clients to Know About Investing

Marianela was one of 6 female CPAs interviewed in an article in Zing! By Quicken Loans that asked them to share what they want their female clients to know about investing.You can read the [...]

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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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