Tobias Financial

JANUARY 25, 2023

He serves as our Financial Planning Associate and is currently working toward earning his CERTIFIED FINANCIAL PLANNER professional certification. A s a Financial Planning Associate, Alexander assists our Wealth Advisors in many different areas. We are excited to welcome Alexander Bailey to our team.

Certified Financial Planner 98

Certified Financial Planner Financial Planner Financial Planning Certification 98

Tobias Financial

SEPTEMBER 16, 2022

Accompanied by four other millennial financial planners, Yesenia will share her thoughts on” “Millennials: The Future of Financial Planning” Utilizing her personal and professional experience, she will help us understand the new outlook on work/life relationship as well as its impact on the future of financial planning.

Financial Planning 52

Financial Planning Financial Planner Planning Wealth Advisor 52

Nerd's Eye View

AUGUST 6, 2024

Welcome to the 397th episode of the Financial Advisor Success Podcast ! Jaime is the Managing Principal of Benedetti, Gucer, and Associates and BEAM Wealth Advisors, hybrid advisory firms based in Atlanta, Georgia, and Covington, Louisiana that oversee a total of $1.2 My guest on today's podcast is Jaime Benedetti.

Commission 130

Commission Retirement Financial Advisor Recruitment 130

Nerd's Eye View

APRIL 9, 2024

Welcome to the 380th episode of the Financial Advisor Success Podcast ! Andrew is the Managing Partner of Geometric Wealth Advisors, an RIA based in Washington, D.C., Welcome everyone! My guest on today's podcast is Andrew Leonard.

Financial Advisor 130

Financial Advisor Consulting Clients Wealth Advisor 130

FMG

JULY 14, 2022

For today’s Advisor Website Showcase, we are joined by Letizia Carlisto of Navis Wealth Advisors. Making use of FMG’s website engine, Navis Wealth Advisor took aim at creating a website themed around its logo – the compass. .” Let it reflect who you are as a company and where you plan to go.

Wealth Advisor 52

Wealth Advisor Financial Advisor Media Clients 52

Carson Wealth

APRIL 17, 2023

Paul West and Michael David of Carson Wealth have been recognized in the 2023 Forbes Best-in-State Wealth Advisors list. This prestigious accolade recognizes outstanding financial advisors who have demonstrated excellence in their field and are committed to providing exceptional service to their clients. “It

Wealth Advisor 52

Wealth Advisor Compliance Clients Financial Advisor 52

Nerd's Eye View

FEBRUARY 7, 2023

Welcome back to the 319th episode of the Financial Advisor Success Podcast ! Jim is a Co-Founder of Motive Wealth Advisors, an independent RIA based in the suburbs of Detroit, Michigan, that oversees $250 million in assets under management for nearly 50 families. My guest on today's podcast is Jim Niedzinski.

Clients 130

Clients Management Financial Advisor Wealth Advisor 130

FMG

OCTOBER 14, 2022

To demonstrate that, we’ve compiled a few of the best financial services websites to inspire your own. Financial Freedom Wealth Management Group. Based out of Newport, Oregon the Financial Freedom Wealth Management website focuses on retirement planning services. Peabody Wealth Advisors.

Financial Advisor 98

Financial Advisor Wealth Management Wealth Advisor Clients 98

The Big Picture

MAY 11, 2023

SAVE THE DATE: Future Proof 2023, September 10-13 Future Proof will feature over 100 industry-leading speakers, innovators, and disruptors building the future of wealth management, including: Morgan Housel , Partner, The Collaborative Fund Adam Nash , Co-Founder & CEO, Daffy David Goodman , Producer & Writer, Family Guy, Futurama, The Orville (..)

Wealth Management 162

Wealth Management Portfolio Management Management Investment Advisor 162

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.

Clients 130

Clients CFP Financial Advisor Wealth Advisor 130

Zoe Financial

APRIL 23, 2023

Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

Darrow Wealth Management

OCTOBER 28, 2024

Deciding how to allocate and invest the proceeds after the sale of your company is a big decision that requires careful planning. If you are expecting a sudden windfall , develop a plan to allocate the proceeds and reinvest in your future. Take stock of your financial goals and timeline. Are you planning to retire?

Sales 81

Sales Taxes Estate Planning Retirement 81

Zoe Financial

MAY 8, 2023

Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

Marketing 98

Marketing Marketing Financial Advisor Wealth Advisor 98

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.

Financial Planner 52

Financial Planner Financial Planning Wealth Advisor CFP 52

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.

Wealth Advisor 52

Wealth Advisor CFP Financial Planning Planning 52

Tobias Financial

OCTOBER 13, 2024

We are excited to announce that our Wealth Advisor, Franklin Gay , CFP®, EA, will be a keynote speaker at the 19th Annual Financial Planning Association (FPA) Miami Symposium! Franklin will share his knowledge during the “Practical Applications Working with Allied Professionals” panel.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Financial Planning Wealth Advisor 52

Zoe Financial

MAY 1, 2023

Ready to Grow Your Wealth? Let us connect you with the best financial advisor for you to understand the implications of the markets in your personal financial plan. We believe financial advice should come from unbiased and certified professionals.

Marketing 96

Marketing Marketing Financial Advisor Wealth Advisor 96

Darrow Wealth Management

JUNE 14, 2023

Depending on the nature of the windfall, planning opportunities and considerations will vary. Managing sudden wealth paid in cash after the sale of a business or winning the lottery also requires planning, but perhaps with a bit less to unpack in the beginning. Understand tax implications Taxes should never drive a strategy.

Management 81

Management Wealth Management Wealth Advisor Taxes 81

Tobias Financial

APRIL 4, 2022

Tobias Financial Advisors is proud to announce that our Wealth Advisor Catalina Franco-Cicero has been selected by InvestmentNews as a recipient of the Excellence in Diversity, Equity & Inclusion Award for 2022. Catalina is an advocate for the role education plays in financial planning.

Financial Planning 52

Financial Planning Wealth Advisor Education Financial Advisor 52

Darrow Wealth Management

MAY 3, 2024

Whether the windfall was expected, perhaps from the sale of a business, or unexpected, you’ll want to make a plan for the future. Deciding what to do with a cash windfall always comes down to your personal goals and financial situation. In working with your wealth advisor, you’ll want to consider some of these questions.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

Darrow Wealth Management

MAY 3, 2024

Whether the windfall was expected, perhaps from the sale of a business, or unexpected, you’ll want to make a plan for the future. Deciding what to do with a cash windfall always comes down to your personal goals and financial situation. In working with your wealth advisor, you’ll want to consider some of these questions.

Wealth Management 52

Wealth Management Wealth Advisor Financial Planning Financial Advisor 52

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.

Taxes 52

Taxes Financial Planning Wealth Advisor CFP 52

Pacifica Wealth

FEBRUARY 17, 2022

Optional estate planning documents are generally not legally binding documents. . The proceeding blog post is an excerpt from The Six-Day Financial Makeover: Transform Your Financial Life in Less Than a Week!, Their purpose has little or nothing to do with the transfer of assets and do not effect estate tax. 1) Organ donor.

Estate Planning 52

Estate Planning Planning License Wealth Advisor 52

Ballast Advisors

SEPTEMBER 13, 2023

Suite 314-N Saint Paul, MN 55114 ballastadvisors.com James Heimler, CFP® Wealth Advisor James Heimler is a Certified Financial Planner (CFP®) with over 7 years of industry experience, having started in 2016. Feel free to reach out to James for professional financial planning services and expertise at Ballast Advisors.

Certified Financial Planner 52

Certified Financial Planner CFP Financial Planner Financial Planning 52

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. Yesenia’s commitment to advocating for families, educating communities, and inspiring hope has left a lasting mark on our community.

Wealth Advisor 52

Wealth Advisor CFP Education Financial Planning 52

Carson Wealth

SEPTEMBER 26, 2024

Carson Wealth announced the expansion of its Montana presence through a strategic partnership with Billings-based True North Financial, now known as Carson Wealth | True North Financial. Partnering with Carson Wealth was a game-changer for us. This collaboration establishes Carson’s second Billings location.

Wealth Advisor 52

Wealth Advisor Estate Planning Clients Tax Planning 52

Darrow Wealth Management

NOVEMBER 7, 2024

Exercise strategy: Timing: Consider the tax implications of exercising vested options before or after the IPO, timing of sales, and tax planning opportunities. Sales and trading plan: Taking profits: Once the lockup period ends, consider diversifying your holdings to reduce risk.

Taxes 81

Taxes Wealth Management Wealth Advisor Tax Planning 81

Pacifica Wealth

FEBRUARY 17, 2022

The decisions you choose to make and those you ignore or overlook for your estate plan will have long-lasting and permanent ramifications. Don’t let the significance of estate planning prevent you from getting started. When it comes to your estate plan, just jump in and get started. Of course not! 1) Computer software.

Estate Planning 52

Estate Planning Planning Insurance Advertising 52

Tobias Financial

APRIL 5, 2023

They often possess significant amount of wealth, are highly educated and skilled but unsure what to do when it comes to financial planning. Many of our team members at Tobias Financial Advisors are also first-generation immigrants or first-generation Americans.

Clients 52

Clients Wealth Advisor Financial Planning CFP 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)! This award recognizes the achievements and contributions to the profession of young practitioner members of the Association.

Ethics 52

Ethics Fee Only Wealth Advisor CFP 52

Pacifica Wealth

FEBRUARY 9, 2022

Remember, each state has a pre-determined plan for your assets that they will use unless you provide other instructions. A Will tells the state that you have a better plan for the distribution of your assets and that they need to distribute your assets according to your plan. A Will does just that. available now on Amazon.

Estate Planning 52

Estate Planning Planning Distribution Assets 52

WiserAdvisor

OCTOBER 4, 2022

Retirement planning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. However, the main drawback to this can be the lack of foresight regarding what and how to plan.

Budgeting 102

Budgeting Retirement Healthcare Food 102

WiserAdvisor

SEPTEMBER 13, 2022

However, it may still be advised to start planning your retirement as soon as you can. Retirement planning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement. One way to do this is by starting retirement planning early.

Retirement Planning 52

Retirement Planning Retirement Planning Budgeting 52

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.

Wealth Advisor 40

Wealth Advisor CFP Financial Planning Planning 40

WiserAdvisor

AUGUST 8, 2022

Financial planning for high-net-worth individuals can be a bit more complicated than the rest. Ultra high-net-worth financial planning can require intricacies and attention to the minutest of details. It is evident that high-net-worth individuals need a good wealth manager. Certified Private Wealth Advisor (CPWA).

Wealth Management 52

Wealth Management Financial Planning Financial Advisor Taxes 52

Indigo Marketing Agency

DECEMBER 19, 2022

Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Dorsainvil, CFP®, they are on a mission to provide access to financial planning for “the rest of us.” Lazetta believes that solid financial advice is not just for the 1%. She was also named a Top 10 Financial Advisor by Investopedia.

Financial Advisor 116

Financial Advisor CFP Financial Services Education 116

Tobias Financial

SEPTEMBER 29, 2022

Below, we look to discuss some of the more basic Life Insurance questions with the hope that you will reach out to us should you have any concerns regarding the specifics of your financial plan. . Each of these reasons is unique to their financial plan and should be considered thoughtfully before making a purchase.

Insurance 52

Insurance Financial Planning Wealth Advisor Financial Advisor 52