Tobias Financial

MAY 3, 2024

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 of Personal Financial Advisors (NAPFA)! This award recognizes the achievements and contributions to the profession of young practitioner members of the Association.

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Ethics Fee Only Wealth Advisor CFP 52

Tobias Financial

DECEMBER 22, 2023

During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.

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Investment Advisor Ethics Investing Investments 52

Tobias Financial

DECEMBER 19, 2023

During a media briefing held on September 28, 2023, industry thought leaders convened to discuss the pressing importance of fiduciary standards in financial advisory services. Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards.

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Investment Advisor Ethics Investing Investments 52

Sara Grillo

SEPTEMBER 26, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” . I am an irreverent and fun marketing consultant for financial advisors. Get ready for a rumble, folks!

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CFP Financial Advisor Financial Planner Ethics 59