Wealth Wisdom with the Tobias Financial Advisors’ Team


Tobias Financial Advisors is excited to launch our monthly chat series “Wealth Wisdom”.

Join each month’s 30-minute conversation with Tobias team members as they share their wealth of wisdom about a particular financial planning topic. As many of us scramble for accurate answers during these unusual times, we remain steadfast in our mission to provide ongoing education to our clients and community at-large.

Wealth Wisdom Monthly Topics

September 30th: Health Savings Accounts with CEO Marianela “Nela” Collado, Register Here

October 29th: Investing 101 with Chief Investment Officer Matthew Saneholtz, Register Here

November 19th: Life Insurance: Why Do I Have It? with Financial Planner Yesenia Ramirez, Register Here

December 17th: Exit Planning for Business Owners with Chief Financial Officer Edgar Collado, Register Here

January 21st: Managing Debt with Financial Planner Catalina Franco-Cicero, Register Here

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