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Tag Archives for: "Team"

Get to Know Catalina Franco-Cicero

June 8, 2020
#TFA News
 Get to Know Catalina Franco-Cicero

“There are no better lessons than the ones that life has to offer.” If given the fortunate opportunity to meet Catalina “Cat” Franco-Cicero, the first thing you most likely notice is her beaming [...]

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Get to Know Peggy Curtis

May 20, 2020
#TFA News
 Get to Know Peggy Curtis

“There’s a story…” Many of us remember the nine blocks that appeared, with nine smiling faces, at the end of the Brady Bunch theme song. Seeing a family of that size for some seemed inspiring and [...]

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Get to Know Marianela Collado

April 23, 2020
#TFA News
 Get to Know Marianela Collado

“An investment in knowledge pays the best interest.” This profound thought by Benjamin Franklin directly relates to our CEO Marianela “Nela” Collado. “Growing up, I loved school. I loved [...]

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Get to Know Marnie Bourne

March 2, 2020
#TFA News
 Get to Know Marnie Bourne

Atari, Nintendo, Commodore 64…these are just a few of the video game systems you may remember from your childhood. At that time in the 1970s and 1980s, it was a mystery to most how engineers got [...]

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Recent Posts
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    How to Fix a Common Client Problem: Too Little Insurance Protection
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  • 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
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    Spring-clean Finances with Some Automation
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  • 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

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www.tobiasfinancial.com

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