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 [...]
Matt Saneholtz, Tobias Senior Financial Advisor, explains how stock trading and investing require different approaches. Read the full article at NerdWallet. —– Hyperlinks on this site point to [...]
For Matthew and Marianela, taking the helm at Tobias Financial Advisors was a dream come true. Read about how they used their knowledge of succession planning to ensure a smooth transition in [...]
