We are proud to announce that Tobias Financial Advisors has been recognized as one of the Best RIAs (Registered Investment Adviser) to Work For by Financial

Tobias Financial Advisor

17.12.2024

The Advantages of Working with a CPA Financial Advisor - Tobias Financial Advisors

Discover the benefits of integrating tax knowledge with financial planning. Learn how our team, led by Marianela Collado, CPA/PFS, CFP®, CDS®, combines tax expertise and financial strategy to create tailored plans that align with your goals and help maximize tax efficiency.

Tobias Financial Advisor

06.12.2024

The Season of Giving: Helping Children Understand Money and Empathy During the Holiday Season - Tobias Financial Advisors

As the holiday season approaches, it’s a wonderful opportunity to include children in conversations about money, especially around giving and generosity. For

Tobias Financial Advisor

04.12.2024

What Issues Should I Consider Before the End of the Year? - Tobias Financial Advisors

As the end of the year approaches, we want to help you spot time-sensitive planning opportunities.

Tobias Financial Advisor

21.11.2024

Franklin Gay Featured in NAPFA Advisor: A Journey of Leadership and Mentorship - Tobias Financial Advisors

We are excited to share that our Wealth Advisor, Franklin Gay, CFP®, EA, has been recently featured in a National Association of Personal Financial Advisors

Tobias Financial Advisor

05.11.2024

Presidential Elections: What Do They Mean for Markets? - Tobias Financial Advisors

Furthermore, data for the stock market going back to 1926 shows that returns in months when presidential elections took place have not tended to be that

Tobias Financial Advisor

24.10.2024

Year-end Tax Planning Webinar - Tobias Financial Advisors

Join us on Thursday, November 14th at 12:30 PM Eastern for our Year-end Tax Planning Webinar.

Tobias Financial Advisor

17.10.2024

Marianela Collado Named InvestmentNews Women to Watch Awardee in Executive Excellence - Tobias Financial Advisors

We are beyond thrilled to announce that our CEO, Marianela Collado, has been named an InvestmentNews Women to Watch Awardee in the esteemed Executive

Tobias Financial Advisor

17.10.2024

Preparing for Medicare Changes: What Retirees Need to Know for 2025 Open Enrollment - Tobias Financial Advisors

In a recent Financial Advisor article, our Senior Wealth Advisor, Matt Saneholtz, CFA, CFP®, EA, was quoted on the implications of the Medicare industry

Tobias Financial Advisor

17.10.2024

Franklin Gay to Speak on Collaborative Financial Strategies at the 19th Annual FPA of Miami Symposium - Tobias Financial Advisors

We are excited to announce that our Wealth Advisor, Franklin Gay, CFP®, EA, will be a keynote speaker at the 19th Annual Financial Planning Association (FPA)

Tobias Financial Advisor

27.09.2024

Quarterly Market Update Webinar - Tobias Financial Advisors

Join us on Tuesday, October 15th at 12:30 PM Eastern for our Quarterly Market Update Webinar.

Tobias Financial Advisor

03.09.2024

Marianela Collado Featured in NAPFA Advisor: A Journey of Integrity and Inclusion - Tobias Financial Advisors

We are excited that our CEO, Marianela Collado, CPA/PFS, CFP®, CDS® has been recently featured in an insightful article by National Association of Personal

Tobias Financial Advisor

28.08.2024

Sunset of the Tax Cuts & Jobs Act - Tobias Financial Advisors

Significant changes are on the horizon with the upcoming sunset of the Tax Cuts and Jobs Act (TCJA) at the end of 2025. The anticipated sunset of some

Tobias Financial Advisor

21.08.2024

What Issues Should I Consider Before I Update My Estate Plan? - Tobias Financial Advisors

Estate planning is a critical component of a successful financial strategy. Whether you've been putting off your estate plan for years or you're considering

Tobias Financial Advisor

16.08.2024

'Most Of It Is Just Noise': Chad Nesmith Shares Insights On Recent Market Plunge - Tobias Financial Advisors

Earlier this month, the stock market took a dramatic plunge, causing investors worldwide to reconsider their strategies. The Dow Jones Industrial Average fell

Tobias Financial Advisor

09.08.2024

Understanding the Latest IRS Regulations on Inherited Retirement Accounts - Tobias Financial Advisors

The IRS has recently issued new regulations clarifying the rules for required minimum distributions (RMDs) from inherited retirement accounts. These

Tobias Financial Advisor

06.08.2024

Tobias Financial Advisors Makes Worth Magazine's 2024 Leading Advisors List - Tobias Financial Advisors

We are thrilled to announce that Tobias Financial Advisors made the Worth Magazine's 2024 Leading Advisors List. This prestigious recognition, granted by

Tobias Financial Advisor

18.07.2024

Quarterly Market Update Webinar (7/16) - Tobias Financial Advisors

Join us on Tuesday, July 16th at 12:30 PM Eastern for our Quarterly Market Update Webinar.

Tobias Financial Advisor

12.07.2024

Get To Know Thalia Durand - Tobias Financial Advisors

Thalia Durand’s life and career are best described by the word “multicultural.” Thalia was born in Peru to a French mother and Spanish father. She attended a

Tobias Financial Advisor

06.07.2024

Tax Strategies to Consider After a Prolonged Job Layoff - Tobias Financial Advisors

In a recent CNBC article, our Wealth Advisor, Catalina Franco-Cicero, MS, CFP®, CTS™, was quoted on the topic of tax strategies during periods of

Tobias Financial Advisor

07.06.2024

Roth Conversions Are Up In 2024 — But It’s Not Always A ‘Slam Dunk’ - Tobias Financial Advisors

Roth IRA conversions have surged in popularity in 2024, with a notable 44% increase year-over-year during the first quarter, according to data from Fidelity

Tobias Financial Advisor

24.05.2024

Monthly Market Update | May 2024 - Tobias Financial Advisors

Stay updated with our monthly market updates featuring our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®. Chad provides a comprehensive overview of

Tobias Financial Advisor

24.05.2024

Tobias Financial Advisors Receives the 2024 NAPFA Excellence Award - Tobias Financial Advisors

We are proud to announce that Tobias Financial Advisors has earned the 2024 Excellence in Diversity, Equity, and Inclusion Award by the National Association

Tobias Financial Advisor

24.05.2024

Get To Know Lonnie Sluchak - Tobias Financial Advisors

When you ask Lonnie Sluchak, CPA, to describe a unique detail about himself, he shares a surprising past. For seven years, Lonnie worked at Home Depot,

Tobias Financial Advisor

16.05.2024

Unlock the Future: Embracing Automation & AI - Tobias Financial Advisors

Join us on Monday, June 3rd at 12:00 PM Eastern for Unlock the Future: Embracing Automation & AI webinar.

Tobias Financial Advisor

14.05.2024

Individual Stock Risk - Tobias Financial Advisors

We recently had our Quarterly Market Update Webinar, which you can replay here. However, we are excited to delve deeper into a crucial aspect of investing

Tobias Financial Advisor

11.05.2024

Celebrating Yesenia Realejo: HMHB 2024 Mother of the Year - Tobias Financial Advisors

We’re thrilled to announce that our Wealth Advisor, Yesenia Realejo, CFP®, has been honored with the 2024 Mother of the Year award by the Healthy Mothers

Tobias Financial Advisor

08.05.2024

Marianela Collado Appointed as Treasurer of NAWBO South Florida Chapter - Tobias Financial Advisors

We are thrilled to announce that our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, has been appointed as the Treasurer of the National Association of Women

Tobias Financial Advisor

04.05.2024

Franklin Gay Receives the 2024 NAPFA New Professional Award - Tobias Financial Advisors

We are thrilled to announce that our Wealth Advisor, Franklin Gay, CFP®, EA, has been honored with the 2024 New Professional Award by the National Association

Tobias Financial Advisor

03.05.2024

Shaping the Future of Finance through Education and Innovation - Tobias Financial Advisors

In our commitment to staying connected with our community, we are proud to establish partnerships with local universities such as Nova Southeastern University

Tobias Financial Advisor

16.04.2024

Monthly Market Update | February 2024 - Tobias Financial Advisors

We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith, CFA, CFP®. In an ever-evolving financial

Tobias Financial Advisor

16.04.2024

Tobias Financial Advisors Welcomes Three New Shareholders - Tobias Financial Advisors

Tobias Financial Advisors is pleased to announce that Yesenia Realejo, CFP®, Catalina Franco-Cicero, MS, CFP®, CTS™, and Edgar Collado, CEPA®, have become new

Tobias Financial Advisor

16.04.2024

Catalina Franco-Cicero Presents for FPA Latino Knowledge Circle - March 5th, 2024 - Tobias Financial Advisors

We are excited to share that our Wealth Advisor, Catalina Franco-Cicero MS, CFP®, CTS™, will serve as a presenter for the FPA Latino Knowledge Circle on March

Tobias Financial Advisor

16.04.2024

Marianela Collado is named a Personal Financial Planning (PFP) Champion - Tobias Financial Advisors

We're thrilled to announce that our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, has recently been named Personal Financial Planning (PFP) Champion by The

Tobias Financial Advisor

16.04.2024

Marianela Collado to Speak on CNBC Women & Wealth - March 5th, 2024. - Tobias Financial Advisors

Our CEO, Marianela Collado, will be speaking on CNBC Women & Wealth on March 5th. Tune in at 1:40 p.m. and hear her share her insights on retirement planning and how women can maximize their financial future.

Tobias Financial Advisor

16.04.2024

Stay Ahead of the Game with our Tax Team - Tobias Financial Advisors

At Tobias Financial Advisors, we understand the importance of staying up to date with tax regulations and deadlines. That is why we strive to keep our clients

Tobias Financial Advisor

16.04.2024

Monthly Market Update | March 2024 - Tobias Financial Advisors

We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®. In an ever-evolving financial

Tobias Financial Advisor

16.04.2024

How To Know When Married Filing Separately Makes Sense - Tobias Financial Advisors

Learn more from our CEO, Marianela Collado, as she recently shared her insights with MarketWatch.

Tobias Financial Advisor

16.04.2024

How to Fix a Common Client Problem: Too Little Insurance Protection - Tobias Financial Advisors

Is your life insurance coverage sufficient? Many people underestimate what a surviving family needs in order to continue living a comfortable life. Often it

home›Tobias Financial Advisor›Economy

Tobias Financial Advisor - Economy

Get to Know Marvin Claude - Tobias Financial Advisors

Financial Planning – Best RIAs to Work For - Tobias Financial Advisors

The Advantages of Working with a CPA Financial Advisor - Tobias Financial Advisors

The Season of Giving: Helping Children Understand Money and Empathy During the Holiday Season - Tobias Financial Advisors

What Issues Should I Consider Before the End of the Year? - Tobias Financial Advisors

Franklin Gay Featured in NAPFA Advisor: A Journey of Leadership and Mentorship - Tobias Financial Advisors

Presidential Elections: What Do They Mean for Markets? - Tobias Financial Advisors

Year-end Tax Planning Webinar - Tobias Financial Advisors

Marianela Collado Named InvestmentNews Women to Watch Awardee in Executive Excellence - Tobias Financial Advisors

Preparing for Medicare Changes: What Retirees Need to Know for 2025 Open Enrollment - Tobias Financial Advisors

Franklin Gay to Speak on Collaborative Financial Strategies at the 19th Annual FPA of Miami Symposium - Tobias Financial Advisors

Quarterly Market Update Webinar - Tobias Financial Advisors

Marianela Collado Featured in NAPFA Advisor: A Journey of Integrity and Inclusion - Tobias Financial Advisors

Sunset of the Tax Cuts & Jobs Act - Tobias Financial Advisors

What Issues Should I Consider Before I Update My Estate Plan? - Tobias Financial Advisors

'Most Of It Is Just Noise': Chad Nesmith Shares Insights On Recent Market Plunge - Tobias Financial Advisors

Understanding the Latest IRS Regulations on Inherited Retirement Accounts - Tobias Financial Advisors

Tobias Financial Advisors Makes Worth Magazine's 2024 Leading Advisors List - Tobias Financial Advisors

Quarterly Market Update Webinar (7/16) - Tobias Financial Advisors

Get To Know Thalia Durand - Tobias Financial Advisors

Tax Strategies to Consider After a Prolonged Job Layoff - Tobias Financial Advisors

Roth Conversions Are Up In 2024 — But It’s Not Always A ‘Slam Dunk’ - Tobias Financial Advisors

Monthly Market Update | May 2024 - Tobias Financial Advisors

Tobias Financial Advisors Receives the 2024 NAPFA Excellence Award - Tobias Financial Advisors

Get To Know Lonnie Sluchak - Tobias Financial Advisors

Unlock the Future: Embracing Automation & AI - Tobias Financial Advisors

Individual Stock Risk - Tobias Financial Advisors

Celebrating Yesenia Realejo: HMHB 2024 Mother of the Year - Tobias Financial Advisors

Marianela Collado Appointed as Treasurer of NAWBO South Florida Chapter - Tobias Financial Advisors

Franklin Gay Receives the 2024 NAPFA New Professional Award - Tobias Financial Advisors

Shaping the Future of Finance through Education and Innovation - Tobias Financial Advisors

Monthly Market Update | February 2024 - Tobias Financial Advisors

Tobias Financial Advisors Welcomes Three New Shareholders - Tobias Financial Advisors

Catalina Franco-Cicero Presents for FPA Latino Knowledge Circle - March 5th, 2024 - Tobias Financial Advisors

Marianela Collado is named a Personal Financial Planning (PFP) Champion - Tobias Financial Advisors

Marianela Collado to Speak on CNBC Women & Wealth - March 5th, 2024. - Tobias Financial Advisors

Stay Ahead of the Game with our Tax Team - Tobias Financial Advisors

Monthly Market Update | March 2024 - Tobias Financial Advisors

How To Know When Married Filing Separately Makes Sense - Tobias Financial Advisors

How to Fix a Common Client Problem: Too Little Insurance Protection - Tobias Financial Advisors

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