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Welcoming Francheska Ruiz and Chad Williamson to Our Advisory Team

Tobias Financial

We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as Wealth Advisors. 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.

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Making Informed Social Security Decisions in Today’s Economic Environment

Tobias Financial

In today’s economic environment, many individuals preparing for retirement are thinking more carefully about when to begin claiming Social Security benefits. With ongoing market fluctuations and conversations around the long-term future of the program, it’s understandable that questions are top of mind.

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Navigating Tariffs: What They Mean for Your Personal Finances

Tobias Financial

In times of economic uncertainty, market fluctuations can create anxiety for investors as they wonder what these changes mean for their savings, retirement accounts, and overall financial strategy. Our Wealth Advisor, Franklin Gay, CFP, EA was interviewed by CBS News, where he offered his perspective on the situation.

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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Taylor has also been named a Top 10 Financial Advisor by Investopedia for the last four years. She was also named a Top 10 Financial Advisor by Investopedia.

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Serving First-Generation Immigrant and First-Generation American Clients

Tobias Financial

Some grew up in countries with political and economic instability and built distrust toward government or investing in the stock market. Their idea about money and retirement tends to be very different due to various factors.

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Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification

International College of Financial Planning

Marketing Their Craft: To spread their expertise, financial advisors also wear the hat of marketers, showcasing their services and expanding their reach. For every aspiring CFP® student, remember being a financial advisor is not just about money; it’s about making dreams come true, one financial plan at a time.

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Financial Planning for High-Net-Worth Individuals

WiserAdvisor

If you are a high-net-worth individual and wish to learn about wealth preservation, tax-saving strategies, and management of large estates; engage the services of a wealth advisor who can advise you on the same. Depending on the value of your estate, you can also hire banks or wealth management firms.