Catalina Franco-Cicero| MS, CFP®
Tobias Financial Advisors
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Plantation, FL 33324
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Catalina Franco-Cicero is a Plantation, FL Fee-Only financial planner serving the entire Fort Lauderdale, Sunrise, and Aventura, FL area. Tobias Financial Advisors specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Catalina Franco-Cicero is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
I am a Fee Only Financial planner in Plantation/Ft. Lauderdale, FL.
As a Financial Advisor at Tobias Financial Advisors, my day-to-day responsibilities include client relationship management, financial plan development, consultation on retirement plan services, and financial wellness educational programs for employees of the business owners we serve. I also collaborate with clients and their professional advisors to ensure their overall financial objectives are accomplished.
I believe that money doesn’t have to be like an Alfred Hitchcock movie or a boring documentary, but instead can be more like a romantic comedy! I believe we should have some fun with it, talk about it, and let it serve as a tool to help us live the life we want while taking care of those we love.
I am honored to be part of a firm that truly takes the time to listen to the needs of each client as well as to devise unique strategies and solutions for those needs, while having some fun along the way! We do all of this while providing objective and independent advice.
I am fluent in Spanish and have been quoted in and written about in InvestmentNews, Money Magazine and Time Magazine, FA Magazine, Benefits Pro, and other media outlets. I have presented at several conferences to HR professionals and other professional associations on various financial planning topics. I’m also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a NAPFA-Registered Financial Advisor.
To learn more about my services as a financial planner and/or to contact me, please call 954-424-1660.
Tobias Financial Advisors, established in 1980, provides personalized wealth management services to a select group of clients. We are a boutique firm who keeps in close touch with our clients. We are on the registry for the Institute for the Fiduciary Standard.