Tobias Financial Advisors
Fee-Only Financial Planner serving the Plantation and Ft. Lauderdale, FL area.
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.
Catalina Franco-Cicero is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Catalina Franco-Cicero is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Catalina Franco-Cicero is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Catalina Franco-Cicero
1000 S. Pine Island Road
Plantation, FL 33324