CFP, Seminar and Wealth Advisor - Financial Advisor Source

Wealth Advisors Edzai Chimedza and Franklin Gay lead Financial Planning Seminars at Nova Southeastern University – April 12th and May 3rd at 11 a.m.

Tobias Financial

APRIL 11, 2024

We are thrilled to announce that our Wealth Advisors, Edzai Chimedza, CFP® and Franklin Gay , CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. These seminars, scheduled for Friday, April 12th and Friday, May 3rd at 11 a.m.,

Wealth Advisor

Wealth Advisor Financial Planning Planning CFP

A Season of Gratitude, Celebrations, and Forward Thinking

Carson Wealth

JANUARY 22, 2025

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. Later in the month, on October 29th, we partnered with Alecia Barnette, Senior Vice President of Sales, for a Long-Term Care Seminar.

Wealth Advisor

Wealth Advisor Certification Financial Advising Clients

Financial Advisor Source

Wealth Advisors Edzai Chimedza and Franklin Gay lead Financial Planning Seminars at Nova Southeastern University – April 12th and May 3rd at 11 a.m.

A Season of Gratitude, Celebrations, and Forward Thinking

Webinars

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