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

Indigo Marketing Agency

DECEMBER 19, 2022

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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Financial Advisor CFP Financial Services Education 116

Tobias Financial

DECEMBER 22, 2023

Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards. In an industry where transparency and ethics are paramount, understanding the motivations and standards that guide financial advisors is essential.

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Investment Advisor Ethics Investing Investments 52

Tobias Financial

DECEMBER 19, 2023

Our very own Wealth Advisor, Yesenia Realejo, CFP ® , served as one of the panelists sharing valuable insights and experiences regarding fiduciary standards. In an industry where transparency and ethics are paramount, understanding the motivations and standards that guide financial advisors is essential.

Investment Advisor 52

Investment Advisor Ethics Investing Investments 52

International College of Financial Planning

OCTOBER 26, 2023

Committing to uphold the ethical guidelines and standards that govern their practice. Marketing Their Craft: To spread their expertise, financial advisors also wear the hat of marketers, showcasing their services and expanding their reach. Prioritizing their needs is the essence of a commendable financial advisor.

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Certified Financial Planner Financial Planner Certification Clients 52

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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CFP Financial Advisor Financial Planner Ethics 59