We are excited to welcome Erika Roldan to our team. Erika serves as a Client Service Intern. She supports our client service and operations team with process reviews, documentation, along with [...]
Steadfast in our commitment to community involvement, Tobias Financial Advisors is a proud supporter of Memorial Healthcare System’s CHOP Challenge. On May 17th, 2023, Memorial Healthcare System [...]
If you were to ask those who know Melanie Leal Ramirez to describe her, the first words they would mention are motivated self-starter. Melanie takes challenges head-on and has relentless [...]
Continuously learning, improving, and having the mentality of “let’s see if there is a better way to do this” are key attributes of a Chief Operating Officer of a company. Recently, our COO Edgar [...]
Are you working with a real fiduciary advisor and what does it mean for you? When working with an advisor, it is important to ask questions to protect your assets and understand if your financial [...]
We have some exciting news. On March 7th, 2023, Tobias Financial Advisors has been named one of the 2023 Best Places to Work for Financial Advisers by InvestmentNews! Tobias Financial Advisors [...]
We are excited to introduce our tax team! Our Director of Tax Services Lonnie Sluchak, CPA and our Tax and Operations Analyst Maria Hernandez are the team members behind all tax-related [...]
We have some exciting news. Tobias Financial Advisors has been named one of South Florida’s Best Places to Work by South Florida Business Journal on January 3rd, 2023! We are honored to be [...]
Tobias Financial Advisors is pleased to announce that our COO Edgar Collado along with other Certified Exit Planning professionals came together to form the Fort Lauderdale Chapter of the Exit [...]
Inflation is hitting South Florida retirees and those who would like to retire especially hard. Some are looking to return to work and others can’t retire because costs are soaring – from [...]
