Franklin Gay, CFP®, EA joined Tobias Financial Advisors in August 2020 and serves as a Wealth Advisor. He earned the CERTIFIED FINANCIAL PLANNER™ professional certification in August of 2019. Franklin also completed the testing requirements to become an Enrolled Agent with the Internal Revenue Service giving him the privilege to represent clients before the IRS. These credentials create a strong foundation in financial planning and taxation that allow Franklin to help clients across various planning areas.
Before joining Tobias Financial Advisors, Franklin worked in a boutique wealth management and financial planning firm in which he assisted the principal of the firm in developing financial plans for over 120 clients in 14 states. The firm is a comprehensive fee-only firm that handles all aspects of the financial planning process, but specializes in tax preparation, filing, and planning. Most notably during his time with his previous employer, Franklin transitioned their use of Microsoft Excel spreadsheets to a new financial software that modeled out portfolios based on extensive research to create optimal risk return profiles. This updated process was lauded by clients and prospective clients and provided a major benefit to the firm.
Born and raised in Central Florida, Franklin Gay is a proud alumnus of the University of Central Florida from which he graduated summa cum laude with a bachelor’s degree in finance. While pursuing his degree, Franklin also concurrently attended Bryant University’s financial planning certificate program.
In his spare time, Franklin enjoys reading finance-related texts as he strives to learn and remain current about the industry. His thirst for knowledge will certainly benefit our clients. When he is not studying, you can find him hiking, kayaking, and enjoying the beautiful, sunny South Florida weather with his loved ones.