We are excited to welcome Francheska Ruiz, CFP® and Chad Williamson, CFP® to our team as Wealth Advisors.
Francheska brings a personalized, forward-thinking approach to financial planning, helping clients navigate complex financial decisions with confidence. She earned both her Bachelor’s and Master’s in Finance from the University of Florida and spent seven years at Merrill Lynch. Dedicated to empowering individuals and families, her goal is to provide thoughtful guidance tailored to each client’s unique goals.
With nearly 10 years of experience working with high-net-worth individuals in the fee-only Registered Investment Advisor space, Chad is dedicated to helping clients navigate complex financial decisions. He tailors his approach to support long-term goals, whether it’s retirement planning, saving for education, or managing major life transitions. Chad earned his degree in economics from San Diego State University before relocating to Florida to be closer to family and enjoy the outdoor lifestyle.
Learn more about Francheska here: https://tobiasfinancial.com/about/team/francheska-ruiz/
Learn more about Chad here: https://tobiasfinancial.com/about/team/chad-williamson/