2024 CFP Wealth Advisor 
Darrow Wealth Management
NOVEMBER 4, 2024
CERTIFIED FINANCIAL PLANNER website The CERTIFIED FINANCIAL PLANNER professional designation is typically thought of as the gold standard for financial advisors. In 2019, the CFP board announced CFP® professionals must adhere to a fiduciary duty when providing investment advice. You can search for CFP® professionals here.
Carson Wealth
JANUARY 22, 2025
As we wrap up 2024, were filled with gratitude for our clients, colleagues, and community who make our work so rewarding. It was a heartwarming day, and even our Associate Wealth Advisor, Zach Vande Weerd, managed to get a photo with his wife, Hannah, and their adorable dog, Chief.
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Tobias Financial
MAY 9, 2024
We’re thrilled to announce that our Wealth Advisor, Yesenia Realejo, CFP®, has been honored with the 2024 Mother of the Year award by the Healthy Mothers Healthy Babies Coalition of Broward County.
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.
Tobias Financial
MARCH 4, 2024
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 5 th 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.
Carson Wealth
DECEMBER 8, 2023
Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! Attorneys are telling us that 2024 is the time to review and change your estate plan as the lines may be out the door in 2025 for taxpayers wanting to make last minute changes to take advantage of the higher exemption amount.
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. In addition to his professional achievements, Franklin emphasizes the importance of continuous learning and personal growth.
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