Tobias Financial

JUNE 23, 2025

Our Wealth Advisor Franklin Gay, CFP®, EA , recently shared his perspective in a Financial Advisor Magazine , where he addressed some of the concerns that individuals are navigating today. At Tobias Financial Advisors, we support clients in evaluating how Social Security fits into their overall retirement plan.

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Tobias Financial

NOVEMBER 20, 2024

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 (NAPFA) Advisor article. To read the full article, click here.

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Tobias Financial

AUGUST 22, 2023

Our Wealth Advisor Catalina Franco-Cicero , MS, CFP®, CTS was recently quoted in Financial Planning, sharing her thoughts on paying off student loan debt.

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Darrow Wealth Management

OCTOBER 21, 2024

This is the focus of this article. Stock option advisors What will happen to your stock options or equity compensation depends on how the firms structure the deal. Darrow Wealth Management offers Private Wealth and Asset Management to individuals and families. Depending on the deal terms, they may get both.

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Tobias Financial

APRIL 5, 2023

Our Wealth Advisor, Catalina Franco-Cicero, MS, CFP®, CTS was recently quoted on Financial Planning, sharing her insights on working with first-generation immigrant and first-generation American clients. Their idea about money and retirement tends to be very different due to various factors.

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Tobias Financial

OCTOBER 13, 2024

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) Miami Symposium! Franklin will share his knowledge during the “Practical Applications Working with Allied Professionals” panel.

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Tobias Financial

OCTOBER 16, 2024

In a recent Financial Advisor article, our Senior Wealth Advisor, Matt Saneholtz , CFA, CFP®, EA, was quoted on the implications of the Medicare industry upheaval during the upcoming open enrollment period.

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Tobias Financial

JULY 5, 2024

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 unemployment. Despite a strong labor market, some job applicants face increased competition, leading to prolonged job searches.

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Darrow Wealth Management

AUGUST 28, 2023

Personal advisory team Financial advisor Your personal wealth advisor will also play a key role in the sale of your business. It’s not uncommon for owner-operators not to have a financial advisor at all prior to the sale. Be sure to involve your wealth advisor in discussions around deal terms too.

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Darrow Wealth Management

JULY 30, 2024

The decision to make an 83(b) election is just one piece of a complex puzzle that should be considered and discussed with your personal financial and tax advisors. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

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Steve Sanduski

AUGUST 31, 2022

Jeremy Keil , CFP®, CFA, CIMA®, the founder of Keil Financial Partners. Bill Keen , CRPC®, the founder and CEO of Keen Wealth Advisors. My Key Takeaways: Determine where (or if) a financial advisor podcast fits in your business. Julie previously co-hosted the podcast Becoming Referable.

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Tobias Financial

DECEMBER 4, 2024

Our Wealth Advisor, Yesenia Realejo, CFP® , gave us some insight on how she guides clients on the matter, stating “Around the holidays we usually encourage clients who are charitably inclined to have discussions with kids around giving as a way to help establish values that are important to them.”

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Darrow Wealth Management

SEPTEMBER 7, 2023

Pros and cons of exercising stock options in a pre-IPO window If you are new to the tax implications and basics about exercising stock options, please read this article first. So the choice ultimately has to be an educated guess in consideration with other key factors about your equity, post-IPO plans, and financial situation.

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Darrow Wealth Management

MARCH 21, 2022

This article was written by Darrow Wealth advisor Kristin McKenna, CFP® and originally appeared in Forbes. Examples in this article are generic, hypothetical and for illustration purposes only. Thankfully, over the long-term, the good years have far outweighed the bad ones. Disclosures.

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Darrow Wealth Management

FEBRUARY 24, 2025

This article has more on regular stock option exercises. Nationally Recognized Wealth Advisor in Stock Compensation Selection of media appearances by Kristin McKenna CFP, President of Darrow Wealth Management and a nationally recognized specialist in employee stock options and equity compensation.

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Darrow Wealth Management

JULY 30, 2024

The decision to make an 83(b) election is just one piece of a complex puzzle that should be considered and discussed with your personal financial and tax advisors. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes.

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Sara Grillo

AUGUST 14, 2023

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. In 2022, 34 Scholars, advisors and former regulators spoke on ten panel on fiduciary issues to advisors, policy makers, consumers and the media.

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Pacifica Wealth

JUNE 1, 2023

Are you anticipating a Sudden Wealth windfall? Robert was recently featured on the CFP® website with advice on financially managing sudden wealth, whether from an inheritance, business sale, lawsuit settlement, or stock options. See an excerpt from his article below, and read the full article on the CFP® website.

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Darrow Wealth Management

NOVEMBER 5, 2024

This article is meant to be an easily-digestible introduction to QSBS. Seek guidance from corporate legal and tax advisors. This article has discussed federal tax treatment but realize states may follow their own rules. Darrow Wealth Management specializes in stock options and equity compensation.

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Darrow Wealth Management

JANUARY 29, 2024

This article is a high-level overview of the various estate planning techniques and considerations when using revocable living trusts from the perspective of a wealth advisor (e.g. Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. non-attorney).

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Sara Grillo

SEPTEMBER 26, 2022

In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What do you believe the CFP Board’s role should be in the future?

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