Tag: TFA News


Welcome Ashley Stryczny

We are excited to welcome Ashley Stryczny to our team. Ashley serves as our Client Service Specialist. She supports our advisory team in ensuring that each client receives the utmost attention and care. Ashley is passionate about assisting clients on their way to reaching their financial goals, and gets motivated by seeing them succeed.  Ashley […]

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Announcing Melanie Leal Ramirez’s Promotion to Client Service Manager

Professional growth and development of our employees is very important to us, which is why we are thrilled to announce that Melanie Leal Ramirez has been promoted to Client Service Manager! Since joining our firm in March 2022, Melanie has been an invaluable asset to our team, demonstrating unwavering dedication and passion for excellence in […]

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Get to know Petra Jurova

Petra Jurova was born and raised in Bratislava, the beautiful capital city of Slovakia. She is fluent in Slovak, Czech, as well as English and was one of the only non-native English speakers in her master’s program at Nova Southeastern University in composition, rhetoric, and digital media.  From the age of seven, Petra’s life was […]

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Christopher Brooks Earns CERTIFIED FINANCIAL PLANNER™ Designation

Join us in congratulating Christopher Brooks, our Wealth Planner, who recently earned his CERTIFIED FINANCIAL PLANNER™ certification. The professional certification formally recognizes advisors who have completed education, exams, and ongoing requirements in various financial planning areas. It is a highly regarded credential in financial planning because of the fiduciary and ethical standards it represents. The […]

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CEO Marianela Collado Serves as a Panelist on The Collaborative Family Law Professionals of South Florida Webinar: Tuesday, April 18th

Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist on the Collaborative Family Law Professionals of South Florida virtual webinar on Tuesday, April 18th at 8:00 AM EST. Accompanied by four other professionals, Marianela will speak about the creativity of collaborative practice. Whether you are a professional […]

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Serving First-Generation Immigrant and First-Generation American Clients

Immigrants comprised nearly one in four, or 23.1%, of all U.S. science, technology, engineering, and mathematics workers in 2019, according to a report by the American Immigration Council. They often possess significant amount of wealth, are highly educated and skilled but unsure what to do when it comes to financial planning. Their idea about money and […]

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Inside the Mind of Younger Clients with Yesenia Realejo

Recently, our Wealth Advisor Yesenia Realejo, CFP® was a guest on the NextGen Planners podcast hosted by Dan Graham. In the episode, “Inside the Mind of Younger Clients” Yesenia discussed the type of clients she works with, what challenges they face every day, the rise of “flexible” financial planning, and Yesenia’s work with the next generation.  She […]

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Welcome Michael Tibbits

We are excited to welcome Michael Tibbits to our team! In his role of Operations Associate, Michael works on the processes that help us deliver exceptional client service. This includes performance reporting, data accuracy, account reconciliation, and working on other improvement projects and initiatives that improve the client and Tobias team experience.  Whether he is […]

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Top 5 States Where Retirees Are Moving

More and more retirees are making changes in residency. Florida is one of the most popular destinations, along with North Carolina, Michigan, Arizona, and Georgia. The driving force behind the move is a search for cheaper cost of living, especially housing. Although there have been some adjustments to Social Security, it does not necessarily match […]

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