Tobias Financial

APRIL 15, 2024

Tobias Financial Advisors is pleased to announce that Yesenia Realejo , CFP®, Catalina Franco-Cicero , MS, CFP®, CTS , and Edgar Collado , CEPA®, have become new shareholders and co-owners of the firm. Their elevation reflects their unwavering dedication, expertise, and invaluable contributions to our company.

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Financial Advisor CFP Wealth Advisor Clients 52

Nerd's Eye View

JANUARY 10, 2023

Welcome back to the 315th episode of the Financial Advisor Success Podcast ! Lisa is a Partner and Wealth Advisor for CI Brightworth, an RIA under the CI Financial umbrella with offices in Atlanta, Georgia, and Charlotte, North Carolina, that oversees nearly $5 billion in assets under management * for over 1,500 client households.

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Clients CFP Financial Advisor Wealth Advisor 130

Steve Sanduski

AUGUST 31, 2022

In a Nutshell: If you’ve been thinking about adding a financial advisor podcast to your digital marketing plan, what’s stopping you? And once you get over those initial jitters and refine your format, you’ll find your voice, a wealth of content you can repurpose, and a personal way connect to clients and prospects.

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Financial Advisor Media Wealth Advisor CFP 59

Indigo Marketing Agency

APRIL 28, 2023

Remember that headlines are searchable by keyword, so you’ll want to spend some time thinking about what your prospects might type into a search when trying to find an advisor to help them with their particular plight. Advisors often ask me whether they should list their job title and firm name in their headline.

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Certified Financial Planner Financial Advisor Wealth Management Financial Planner 130

Indigo Marketing Agency

MARCH 6, 2023

To determine what may be appropriate for you, consult your financial advisor. About Larry Lawrence “Larry” Sprung, CFP®, is the founder and wealth advisor at Mitlin Financial, Inc. The post Culture Is King by Larry Sprung, CFP® appeared first on Indigo Marketing Agency.

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CFP Advertising Clients Communication 52

Sara Grillo

AUGUST 14, 2023

So we’ve got a lively crew here today to debate, does it really matter if someone is a fiduciary financial advisor, or not? I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Let’s debate it! Let’s talk about it.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

DECEMBER 12, 2022

Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Join the Transparency Advisor Movement.

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Financial Advisor Commission Clients Insurance 52

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.

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Financial Planner Financial Planning Wealth Advisor CFP 52

Tobias Financial

MAY 4, 2023

Tobias Financial Advisors is proud to announce that our COO Edgar Collado, CEPA® and our Wealth Advisor Franklin Gay, CFP®, EA will serve as presenters at the NAPFA Spring 2023 National Conference in San Diego on May 13th, 2023.

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Planning Wealth Advisor CFP Business Planning 52

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.

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Ethics Fee Only Wealth Advisor CFP 52

Tobias Financial

AUGUST 16, 2023

At Tobias Financial Advisors, we take great pride in the achievements and contributions of our team members. Our Wealth Advisor, Edzai Chimedza, CFP® has recently joined the Board of Directors at the Planned Giving Council of Broward County.

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Planning Wealth Advisor CFP Financial Advisor 52

Darrow Wealth Management

AUGUST 28, 2023

Your business advisory team may consist of: a business broker or M&A advisor, accounting and tax advisors, and transaction/M&A attorney. On the personal side, your financial advisor , estate planning attorney, and CPA/tax advisor should be involved throughout the process. The post Selling a Business?

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Sales Estate Planning Wealth Advisor Taxes 91

Tobias Financial

AUGUST 22, 2023

Our Wealth Advisor Catalina Franco-Cicero , MS, CFP®, CTS was recently quoted in Financial Planning, sharing her thoughts on paying off student loan debt. Navigating the tax implications and complexities surrounding student loan debt has become an integral part of financial planning.

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Taxes Financial Planning Wealth Advisor CFP 52

Zoe Financial

JANUARY 12, 2023

Zoe's Vetting Process to Find Top Financial Advisors. You should be able to trust that the financial advisors you’re considering to hire already “pass the test.” That’s why at Zoe, we have a process that ensures the first step you take when looking for an advisor, already accounts for the heavy work.

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Financial Advisor Financial Planning Education Clients 40

International College of Financial Planning

OCTOBER 26, 2023

In the vast realm of finance, numerous pathways lead to the esteemed financial advisor title. Let’s unveil the roles of these dedicated experts, who tirelessly weave strategies to illuminate the path towards their clients’ financial aspirations. Who is a Financial Advisor? Where Do They Shine?

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Certified Financial Planner Financial Planner Certification Clients 52

Tobias Financial

APRIL 5, 2023

Our Wealth Advisor, Catalina Franco-Cicero, MS, CFP®, CTS was recently quoted on Financial Planning, sharing her insights on working with first-generation immigrant and first-generation American clients. Their idea about money and retirement tends to be very different due to various factors.

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Clients Wealth Advisor Financial Planning CFP 52

Tobias Financial

OCTOBER 16, 2024

In a recent Financial Advisor article, our Senior Wealth Advisor, Matt Saneholtz , CFA, CFP®, EA, was quoted on the implications of the Medicare industry upheaval during the upcoming open enrollment period.

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Healthcare Wealth Advisor CFP Budgeting 52

FMG

OCTOBER 5, 2023

Each year, we go to LinkedIn to discover some of the best client gift ideas advisors have come up with. 15 Client Gift Ideas Financial Advisors Can Use This Holiday Season 1. Sarin Barsoumian , founder and financial advisor at SMB Financial Strategies , thinks a customized gift is the best way to go.

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Clients CFP Financial Advisor Wealth Advisor 52

Steve Sanduski

SEPTEMBER 13, 2023

Guest: Louis Barajas , an author, speaker, CFP®, an the CEO and founder of International Private Wealth Advisors , where he serves as a wealth manager for influential Latin celebrities, athletes, executives, and other high-net-worth individuals in the entertainment and sports industries.

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Wealth Advisor CFP Wealth Management Financial Services 59

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 Investments Investing 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.

Investment Advisor 52

Investment Advisor Ethics Investments Investing 52

Darrow Wealth Management

OCTOBER 21, 2024

M&A tax implications for employees A lot can happen during M&A so be sure to discuss your situation with your tax and financial advisor. More on what can happen to stock options after an IPO here. To discuss your personal situation, please schedule a phone consultation today.

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Taxes Wealth Management Planning Media 114

Carson Wealth

NOVEMBER 14, 2023

With $150 million in assets, Main Street Financial Group, located in Milton, Georgia, has been a steadfast presence in its community for 21 years, providing comprehensive financial services to its clients. Sharing his perspective on the partnership, wealth advisor, G.C.

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Financial Services Clients Wealth Advisor CFP 52

WiserAdvisor

AUGUST 8, 2022

If you want guidance on how to preserve your wealth to ensure you do not run out of money during the latter years of your life, consult with a professional financial advisor who can advise you on the same. Ultra high-net-worth financial planning can require intricacies and attention to the minutest of details.

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Wealth Management Financial Planning Financial Advisor Taxes 52

Darrow Wealth Management

JULY 30, 2024

Before making the election, consult your tax and financial advisor to understand the impact on your tax situation and make an informed decision. The decision to make an 83(b) election is just one piece of a complex puzzle that should be considered and discussed with your personal financial and tax advisors.

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Taxes Tax Planning Startup Valuation 92

Darrow Wealth Management

SEPTEMBER 7, 2023

Financial advisor for stock options and sudden wealth Darrow Wealth Management specializes in stock options and equity compensation. If your employer is going public, work with an advisor experienced with strategic stock option planning, tax implications, and strategies to best manage sudden wealth.

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Wealth Management Taxes Tax Planning Valuation 82

Darrow Wealth Management

MARCH 21, 2022

This article was written by Darrow Wealth advisor Kristin McKenna, CFP® and originally appeared in Forbes. If you have questions about your personal financial situation, consider speaking with a financial advisor. Thankfully, over the long-term, the good years have far outweighed the bad ones. Disclosures.

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Assets Wealth Advisor Investing Investments 52

Carson Wealth

JANUARY 31, 2023

Kevin Oleszewski , CFP ® , MST, EA, Senior Wealth Planner   Retirement might be fast approaching — leaving you concerned about covering your dream lifestyle. If you have other questions that aren’t answered here, you can contact one of our financial advisors who will help you better understand your options.

Planning 52

Planning Taxes Retirement Retirement Planning 52

Darrow Wealth Management

JULY 30, 2024

Before making the election, consult your tax and financial advisor to understand the impact on your tax situation and make an informed decision. The decision to make an 83(b) election is just one piece of a complex puzzle that should be considered and discussed with your personal financial and tax advisors.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Darrow Wealth Management

NOVEMBER 5, 2024

Strongly consider engaging a personal team of tax and financial advisors to help guide you through the process. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor. We specialize in financial planning for an IPO, acquisition, or sale of a private business.

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Taxes Wealth Management Tax Planning Assets 62

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

WiserAdvisor

JULY 24, 2022

Therefore, high-net-worth financial planning is a must for individuals belonging to high-income groups. 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.

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Financial Planning Planning Financial Planner Estate Planning 52

Darrow Wealth Management

NOVEMBER 7, 2024

There are many ways to structure a 10b5-1 trading plan, so discuss your goals with a wealth advisor. Consider working with a financial advisor and tax professional to develop an exercise and diversification strategy that’s aligned with your entire financial situation and goals.

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Taxes Wealth Management Wealth Advisor Tax Planning 95