Tag: Yesenia Realejo

Tobias Financial Advisors Welcomes Three New Shareholders

Tobias Financial Advisors is pleased to announce that Yesenia Realejo, CFP®, Catalina Franco-Cicero, MS, CFP®, CTS™, and Edgar Collado, CEPA®, have become new shareholders and co-owners of the firm. Their elevation reflects their unwavering dedication, expertise, and invaluable contributions to our company. Wealth Advisors Yesenia Realejo, CFP® and Catalina Franco-Cicero, MS, CFP®, CTS™ have continuously […]

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Navigating the Broker/Dealer vs. Investment Advisor Landscape

In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance. Recognizing the need for clarity, The Institute for the Fiduciary Standard recently unveiled its latest Fiduciary Campaign. This campaign aims to bridge the gap in consumer knowledge by […]

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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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Life Insurance: What You Should Know

September is Life Insurance Awareness Month, and at Tobias Financial Advisors one of our goals is to educate our clients on the importance of Life Insurance and the role it can play in protecting their family’s financial security.  Life Insurance may be necessary depending on your particular financial situation, whether that be income replacement, debt payoff, […]

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Tobias Financial Advisor’s Wealth Advisor Yesenia Ramirez Joins Community Foundation for Palm Beach and Martin Counties’ Philanthropic Advisory Council Ambassador Program (PACAP)

Tobias Financial Advisors is proud to announce that Yesenia Ramirez, CFP® is joining Community Foundation for Palm Beach and Martin Counties’ Philanthropic Advisory Council Ambassador Program. The goal of this program is to mentor future members to communicate charitable giving within the Community Foundation’s context to clients.    The Community Foundation for Palm Beach and Martin Counties’ Philanthropic Advisory Council (PAC) is a network of accomplished professionals with […]

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Get to Know Yesenia Realejo

For many of us, we go through life constantly looking for answers. We start as toddlers asking why, then on to children seeking answers in school, and eventually adults searching for viable solutions in the workplace; we are forever answer seekers. For our Wealth Advisor, Yesenia Realejo, she is a believer that true learning takes […]

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