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 exceeded our and our client’s expectations. They work tirelessly to ensure that we deliver the best possible service to our clients, and they are both passionate about helping clients reach their financial goals and live the lives they want to live.

Catalina and Yesenia’s contributions extend beyond day-to-day client service, as they both have embraced our values to make a positive impact on society and have engaged in charitable endeavors that improve our community. Their passion, integrity, mentoring and client-centric approach are paramount to our clients and colleagues alike, and we are proud to welcome them both as shareholders. 

Furthermore, we are delighted to welcome Edgar Collado, our Chief Operating Officer, as a new shareholder. Edgar’s leadership, vision, and unwavering dedication to excellence have been instrumental in propelling our firm’s growth and success. As the driving force behind our operations, Edgar plays a key role in enhancing the overall experience of our clients and team members. As a shareholder, he will continue to guide our strategic initiatives and foster continued growth.

“We are thrilled to welcome Yesenia, Catalina, and Edgar as shareholders of Tobias Financial Advisors,” said Marianela Collado, CEO of Tobias Financial Advisors. “Their exceptional talent, dedication, and leadership have been instrumental in our firm’s success, and we look forward to their continued contributions as co-owners of the company.”

Join us in congratulating Yesenia, Catalina, and Edgar on this significant achievement. We are proud to welcome them as shareholders, recognizing their integral role in shaping the future of our firm.

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