Fee Only Presentation Wealth Advisor 
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)! It is presented to a member who has made outstanding contributions in their professional and volunteer roles.
WiserAdvisor
SEPTEMBER 13, 2022
can come in the way of your plans and present challenges every now and then. Having said that, it is also essential to not get swayed by the present and undermine the future. If you add retirement planning on top of all this, you are more likely to compromise your present financial needs. every once in a while.
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WiserAdvisor
SEPTEMBER 14, 2022
can come in the way of your plans and present challenges every now and then. Having said that, it is also essential to not get swayed by the present and undermine the future. If you add retirement planning on top of all this, you are more likely to compromise your present financial needs. every once in a while.
Sara Grillo
AUGUST 14, 2023
According to the Consumer Federation of America , When they are marketing their services to the investing public and enticing clients into handing over their hard-earned savings, these sales-based financial professionals present themselves as “trusted advisors” whose only concern is their clients’ best interest.
Sara Grillo
SEPTEMBER 26, 2022
If that’s the argument, but if you’re saying the CFP Board has a problem, it’s x, y and z, you don’t necessarily have to have a solution in order to be able to present that as a problem, I think that’s disingenuous type of argumentation, but seeing that you do kind of have a solution.
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