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.

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Certified Financial Planner Financial Planner Financial Planning Certification 98

International College of Financial Planning

DECEMBER 29, 2024

In today’s increasingly complex financial landscape, professional financial planning education has become more crucial than ever. The CFP certification stands as the gold standard in financial planning, offering professionals a comprehensive pathway to excellence in this dynamic field.

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CFP Financial Planning Planning Certification 52

Darrow Wealth Management

FEBRUARY 13, 2025

The ability to advise on standard financial planning matters such as retirement planning should be table stakes (if not, red flag). But even comprehensive wealth advisors have blind spots or can only go an inch deep on certain subjects. Do you have a unique situation? So, thats a lot.

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Fee Only Financial Advisor Financial Planner Certified Financial Planner 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

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Wealth Advisor Compliance Clients Financial Advisor 52

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. Modernize Your Website.

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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.

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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.

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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.

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Financial Advisor Consulting Clients Wealth Advisor 130

FMG

OCTOBER 14, 2022

.” – Julia Carlson, Financial Freedom Wealth Management Group. Check out the site here: Financial Freedom Wealth Management. Peabody Wealth Advisors. A financial advisor who wants to form relationships with its clients, Peabody Wealth Advisors is all about customers first.

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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 (..)

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Wealth Management Portfolio Management Management Investment Advisor 162

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.

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Marketing Marketing Financial Advisor Manufacturing 98

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.

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Clients Management Financial Advisor Wealth Advisor 130

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.

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Marketing Marketing Financial Advisor Wealth Advisor 98

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

Darrow Wealth Management

OCTOBER 28, 2024

Don’t discount your non-financial goals and what you plan to do after you sell. Create a formal financial plan. A comprehensive financial plan can help you analyze whether the sale proceeds will allow you to maintain your lifestyle and what variables you can play with to optimize the outcome.

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Sales Taxes Estate Planning Retirement 97

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

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.

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Financial Planner Financial Planning Wealth Advisor CFP 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.

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Certified Financial Planner Financial Planner Financial Planning Wealth Advisor 52

Darrow Wealth Management

JUNE 14, 2023

There are many different types of sudden wealth events, for example: Receiving an inheritance Stock options or equity compensation Sale of a business Winning the lottery Asset division in a divorce Proceeds from a lawsuit Professional athletes (signing bonus, performance, sponsorships, etc.)

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Management Wealth Management Wealth Advisor Taxes 96

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.

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Wealth Advisor CFP Financial Planning Education 52

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.

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Financial Planning Wealth Advisor Education Financial Advisor 52

Carson Wealth

DECEMBER 8, 2023

Petersen, CPA, CFP ® , CP, Affluent Wealth Planning The holidays are upon us! That must mean it’s time to roll up my sleeves and get to work on year-end financial planning – with an emphasis on 2023 income tax. Mark Petersen is not affiliated with Cetera Advisor Networks, LLC.

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Planning Retirement Planning Taxes Retirement 142

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.

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Wealth Advisor CFP Financial Planning Planning 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.

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Taxes Financial Planning Wealth Advisor CFP 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.

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Certified Financial Planner CFP Financial Planner Financial Planning 52

Darrow Wealth Management

MAY 3, 2024

To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor. Planning After a Windfall There’s a lot of financial planning to do after receiving a windfall!

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Darrow Wealth Management

MAY 3, 2024

To help ensure you’ll have all options available to you, try to delay any major purchases or financial commitments until after you’ve engaged a sudden wealth financial advisor. Planning After a Windfall There’s a lot of financial planning to do after receiving a windfall!

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Wealth Management Wealth Advisor Financial Planning Financial Advisor 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. As advisors, we often find ourselves wearing too many hats,” said Ty Vogele, managing partner and wealth advisor. “We

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Wealth Advisor Estate Planning Clients Tax 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)! 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

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.

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Clients Wealth Advisor Financial Planning CFP 52

Tobias Financial

APRIL 3, 2023

Recently, our Wealth Advisor Yesenia Realejo, CFP® was a guest on the NextGen Planners podcast hosted by Dan Graham. She also shared why it is crucial to work with younger clients and why she is passionate about it.

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Clients Wealth Advisor CFP Financial Planning 52

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.

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Insurance Financial Planning Wealth Advisor Financial Advisor 52

WiserAdvisor

AUGUST 8, 2022

Financial planning for high-net-worth individuals can be a bit more complicated than the rest. 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.

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Wealth Management Financial Planning Financial Advisor Taxes 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.

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Wealth Advisor CFP Financial Planning Planning 40

Darrow Wealth Management

AUGUST 28, 2023

Sarah Grossman, Principal of BayState Business Brokers in Needham, MA, says this helps sellers “shape their timeline and any financial planning that needs to be completed prior to a sale.” Personal advisory team Financial advisor Your personal wealth advisor will also play a key role in the sale of your business.

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Sales Estate Planning Wealth Advisor Taxes 91

Tobias Financial

AUGUST 2, 2022

Our Wealth Advisor Catalina Franco-Cicero led an informative discussion on CHIP: The Represented Series Education Edition about financial planning and management tasks we should complete to succeed in our financial life. .

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CFP Education Wealth Advisor Financial Planning 40

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.

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