Tobias Financial

APRIL 1, 2025

We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as Wealth Advisors. With nearly 10 years of experience working with high-net-worth individuals in the fee-only Registered Investment Advisor space, Chad is dedicated to helping clients navigate complex financial decisions.

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CFP Fee Only Retirement Planning Wealth Advisor 52

Tobias Financial

MARCH 11, 2025

In times of economic uncertainty, market fluctuations can create anxiety for investors as they wonder what these changes mean for their savings, retirement accounts, and overall financial strategy. Our Wealth Advisor, Franklin Gay, CFP, EA was interviewed by CBS News, where he offered his perspective on the situation.

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Financial Advisor Wealth Advisor CFP Commission 52

International College of Financial Planning

OCTOBER 26, 2023

Essential Skills for Aspiring Financial Advisors Financial Aptitude: Dive deep into the world of finance. As a financial advisor, it’s crucial to grasp the intricacies of financial products and understand the broader economic landscape. Prioritizing their needs is the essence of a commendable financial advisor.

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Certified Financial Planner Financial Planner Certification Clients 52

Indigo Marketing Agency

DECEMBER 19, 2022

Joshua Brown is a financial advisor and the CEO of Ritholtz Wealth Management. He also runs a successful blog, The Reformed Broker , where he uses facts, statistics, satire, and pop culture to discuss markets, finance, and economics. Marguerita Cheng is the co-founder and CEO of Blue Ocean Global Wealth. Marguerita Cheng.

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Financial Advisor CFP Financial Services Education 116

The Big Picture

OCTOBER 19, 2022

Well, first of all, we work with financial advisors of all types in the industry, non-Vanguard financial advisors, so you’ve got broker-dealers, independent registered investment advisors, RIAs and bank wealth advisors. Is this aimed at the advisor community? Who’s your focus?

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WiserAdvisor

JULY 24, 2022

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. Depending on the value of your estate, you can also hire banks or wealth management firms.

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Financial Planning Planning Financial Planner Estate Planning 52

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investment advisor?

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CFP Financial Advisor Financial Planner Ethics 59