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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.
Get To Know Lonnie Sluchak - www.tobiasfinancial.com
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, immersing himself in the world of construction. But that’s not all; during his academic pursuits in accounting, Lonnie also ventured into the travel industry, working as a travel agent. […]
Tobias Financial Advisors Welcomes Three New Shareholders - www.tobiasfinancial.com
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 Edzai Chimedza and Franklin Gay lead Financial Planning Seminars at Nova Southeastern University – April 12th and May 3rd at 11 a.m. - www.tobiasfinancial.com
We are thrilled to announce that our Wealth Advisors, Edzai Chimedza, CFP® and Franklin Gay, CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. These seminars, scheduled for Friday, April 12th and Friday, May 3rd at 11 a.m., will cater specifically to the students of the dental school. Edzai and Franklin will […]
Stay Ahead of the Game with our Tax Team - www.tobiasfinancial.com
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 informed and prepared when it comes to their tax obligations. Our Director of Tax Services, Lonnie Sluchak, CPA and Tax Associate, Maria Hernandez, are diligently working behind the […]
Marianela Collado Joins Panel at “Challenges Faced by Business Owners in 2024” Webinar on April 5th at 12 PM - www.tobiasfinancial.com
We are excited to share that our CEO, Marianela Collado, CPA/PFS, CFP®, CDS®, will serve as a panelist at the upcoming webinar, “Challenges Faced by Business Owners in 2024,” hosted by Collaborative Family Law Professionals of South Florida on April 5th at 12 p.m. During the discussion, Marianela will offer her thoughts on navigating the complexities […]
Marianela Collado is named a Personal Financial Planning (PFP) Champion - www.tobiasfinancial.com
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 American Institute of Certified Public Accountants (AICPA). This recognition is a testament to Marianela’s unwavering dedication to promoting the importance and value that Certified Public Accountant (CPA) Personal Financial Planners bring to the […]
Monthly Market Update | March 2024 - www.tobiasfinancial.com
We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith, CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market. Tap into Chad’s wealth of experience and analytical acumen, as he provides you with a […]
Catalina Franco-Cicero Presents for FPA Latino Knowledge Circle - March 5th, 2024 - www.tobiasfinancial.com
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 5th at 3:00 PM. In this session, Catalina will provide financial planning tips tailored to meet the Latino community’s unique needs and cultural nuances. The Latino Knowledge Circle explores […]
Marianela Collado to Speak on CNBC Women & Wealth - March 5th, 2024. - www.tobiasfinancial.com
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.
Monthly Market Update | February 2024 - www.tobiasfinancial.com
We are thrilled to share our first monthly market update featuring our Portfolio Analyst, Charles “Chad” NeSmith, CFA, CFP®. In an ever-evolving financial landscape, staying informed is key and Chad is here to guide you through the intricacies of the market. Chad’s experience and analytical prowess will be at your fingertips every month as he […]
Marianela Collado is Appointed as Vice Chair of the Professional Advisors Council at the Community Foundation of Broward - www.tobiasfinancial.com
We are thrilled to announce and celebrate our CEO, Marianela Collado, CPA/PFS, CFP®, CDS® for her recent appointment as the Vice Chair of the Professional Advisors Council (PAC) at the Community Foundation of Broward. This appointment is a testament to her dedication, expertise, and commitment to philanthropy in our community. The Professional Advisors Council is a distinguished […]
Navigating the Broker/Dealer vs. Investment Advisor Landscape - www.tobiasfinancial.com
In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance. Recognizing the need for clarity, The Institute for the Fiduciary Standard recently unveiled its latest Fiduciary Campaign. This campaign aims to bridge the gap in consumer knowledge by […]
Year-End Tax Planning Tips - www.tobiasfinancial.com
As we begin our countdown to 2024, it is a great time to ensure your year-end tax plan is in place. Tax planning is a vital component of meeting your overall financial goals. Our team of professionals is here to assist with your financial and tax planning needs. Below we summarize tips for you to […]
Navigating the Broker/Dealer vs. Investment Advisor Landscape - www.tobiasfinancial.com
In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance. Recognizing the need for clarity, The Institute for the Fiduciary Standard recently unveiled its latest Fiduciary Campaign. This campaign aims to bridge the gap in consumer knowledge by […]
Get to Know Michael Tibbits - www.tobiasfinancial.com
In the shadows of Michael Tibbits’ professional life lies a remarkable secret – a martial arts journey marked by victory and discipline. Michael clinched numerous medals during his competitive days, a facet of his life not widely known today. While his martial arts pursuits currently take a back seat due to the demands of parenthood, […]
Franklin Gay and Melanie Leal Ramirez Present on Quality in the Financial Services Sector - www.tobiasfinancial.com
We are proud to announce that our Wealth Advisor, Franklin Gay, CFP®, EA and Client Service Manager, Melanie Leal Ramirez, will be presenting at the American Society for Quality (ASQ) Southeast Florida Section on Quality in the Financial Services Sector on October 17th. In this session, Franklin and Melanie will delve into the intricate world […]
Welcome Ashley Stryczny - www.tobiasfinancial.com
We are excited to welcome Ashley Stryczny to our team. Ashley serves as our Client Service Specialist. She supports our advisory team in ensuring that each client receives the utmost attention and care. Ashley is passionate about assisting clients on their way to reaching their financial goals, and gets motivated by seeing them succeed. Ashley […]
Financial Planning for the Latino Community - www.tobiasfinancial.com
The Latino community is making significant strides in the U.S. economy, with projections indicating a remarkable growth in purchasing power over the next few years. While this progression is noteworthy, it’s essential to recognize the challenges faced by Latino individuals in achieving financial stability. Despite the positive statistics, disparities in income, workplace discrimination, and lower […]
Marketing Associate Petra Jurova earns her Financial Paraplanner Qualified Professional™ (FPQP®) designation - www.tobiasfinancial.com
Our vision is to inspire, educate, and prepare our clients so they can live the lives they want. With this in mind, our team members are always committed to developing their skills and education to help our clients achieve their financial goals. We are excited to announce that our Marketing Associate, Petra Jurova, recently earned […]
Navigating High-Yield Certificates of Deposit in a Changing Interest Rate Landscape - www.tobiasfinancial.com
In the midst of interest rate hikes, the world of certificates of deposit (CDs) is buzzing. With yields as impressive as 5% or even higher, many individuals are considering seizing the opportunity to lock in advantageous rates. However, the allure of high-yield CDs comes with nuances that demand careful consideration. Our CEO Marianela Collado, CPA/PFS, […]
Important Factors to Consider as a First-time Investor - www.tobiasfinancial.com
Embarking on your investment journey can be both exciting and daunting. If you find yourself with questions about where to begin, you’re not alone. Whether you’re fresh out of college or advancing in your career, understanding the basics of investing can lay a strong foundation for your financial future. Our Chief Investment Officer, Matthew Saneholtz, […]