MS, CFP®, CTS™
Tobias Financial Advisors
MS, CFP®, CTS™
Tobias Financial Advisors
Great planners remove financial stress from people’s lives and help them solve complex problems. Let me help you simplify your financial life and reduce your stress. - Catalina Franco-Cicero, MS, CFP®, CTS™
Fee-Only Financial Planner serving the entire South Florida region including Plantation, Boca Raton, Ft. Lauderdale, Miramar, Aventura, Weston and Miami
Catalina Franco-Cicero is a Plantation, FL fee-only financial planner. Tobias Financial Advisors provides financial and life planning, management of investment assets, and an array of financial planning functions to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Catalina Franco-Cicero is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Catalina Franco-Cicero is a Fee Only Financial Planner in Plantation/Ft. Lauderdale, FL.
As a Financial Planner 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 a 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.
Like many of Tobias Financial Advisors’ clients, our founder, Ben Tobias, had a goal. His goal was to build a business with other compassionate advisors who are enthusiastic about seeing their clients achieve better financial futures. With over 40 years in the industry, Tobias Financial Advisors prides itself on developing long-lasting relationships with their select group of clients. These relationships are the cornerstone of our firm’s ability to live our mission to inspire, educate, and prepare our clients so they can live the lives they want.
All Tobias Financial Advisor’s Financial Planners are required to hold the CERTIFIED FINANCIAL PLANNER™ designation, a sign of distinction in the industry. As a fee-only investment manager, our financial advisors are beholden to no one other than our clients. We are fiduciaries and legally obligated to put your best interests first. We are committed to providing unbiased financial advice and acting exclusively in the best interest of our clients. As a founding member of the Institute of Fiduciary Standard’s first class of Real Fiduciary™ Advisors, we are proud to adhere to the most rigorous standard of practices in the advice industry.
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 a 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.
Catalina Franco-Cicero is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Catalina Franco-Cicero Named FPA's 2016 Diversity Scholarship Winner
Catalina Franco-Cicero Contributes to Morningstar
Catalina Franco-Cicero is Featured in Time Magazine
Catalina Franco-Cicero is Quoted on Magnify Money: "5 Ways to Get Your Finances in Shape Before the Year Ends"
Catalina Franco-Cicero can be Heard on the FPA Podcast: "Mixing Fitness with Finance"
Catalina Franco-Cicero is Quoted on Advisor Magazine: "Couples, Money & Secrets...One in five people think their partner is bad with money"
Catalina Franco-Cicero is Quoted in Financial Advisor Magazine: "Advisors Can Help Clients Live Longer By Helping Them Relieve Stress"
Catalina Franco-Cicero is a Featured Guest on the 20 50 Trainblazers Podcast: "Being A Champion Of Money & Culture As A South American Immigrant"
Catalina Franco-Cicero is Featured on XYPN Radio: "A TAle of Discrimination, Immigration and Success. The Career of Catalina Franco-Cicero"
Catalina Franco-Cicero is a Noted Instructor for the FPA Virtual Externship
Catalina Franco-Cicero is Quoted in Investor's Business Daily: "Online Onboarding Gains Traction With Financial Advisors During Pandemic"
Catalina Franco-Cicero is Quoted in MarketWatch: "Financial Advisors Know How to Respond to People's Money Worries, but What About Health Fears?"
Catalina Franco-Cicero is Quoted on Kare11: "Should you tell your employer about your financial troubles?"
Catalina Franco-Cicero is Quoted on PolicyGenius: 'They may share love, but many couples don't share money"
Contact Catalina Franco-Cicero
1000 S Pine Island Rd
Plantation, FL 33324