Franklin Gay
CFP®, EA
Tobias Financial Advisors
Wealth Advisor
Franklin Gay
CFP®, EA
Tobias Financial Advisors
Wealth Advisor
Helping families structure their financial lives in order to achieve their dreams is a privilege, and I am so grateful to those who entrust us to be their guides in this journey to financial freedom. - Franklin Gay, CFP®, EA
Fee-Only financial planner located in Plantation, FL, serving clients locally and across the country
Franklin Gay 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, Franklin Gay is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Franklin Gay, CFP®, EA joined Tobias Financial Advisors in August 2020 as an Associate Financial Advisor. He earned the CERTIFIED FINANCIAL PLANNER™ professional certification in August of 2019. Franklin also completed the testing requirements to become an Enrolled Agent with the Internal Revenue Service giving him the privilege to represent clients before the IRS. These credentials create a strong foundation in financial planning and taxation that allow Franklin to help clients across various planning areas.
Before joining Tobias Financial Advisors, Franklin worked in a boutique wealth management and financial planning firm in which he assisted the principal of the firm in developing financial plans for over 120 clients in 14 states. The firm is a comprehensive fee-only firm that handles all aspects of the financial planning process, but specializes in tax preparation, filing, and planning. Most notably during his time with his previous employer, Franklin transitioned their use of Microsoft Excel spreadsheets to a new financial software that modeled out portfolios based on extensive research to create optimal risk return profiles. This updated process was lauded by clients and prospective clients and provided a major benefit to the firm.
Born and raised in Central Florida, Franklin Gay is a proud alumnus of the University of Central Florida from which he graduated summa cum laude with a bachelor’s degree in finance. While pursuing his degree, Franklin also concurrently attended Bryant University’s financial planning certificate program.
In his spare time, Franklin enjoys reading finance-related texts as he strives to learn and remain current about the industry. His thirst for knowledge will certainly benefit our clients. When he is not studying, you can find him hiking, kayaking, and enjoying the beautiful, sunny South Florida weather with his loved ones.
Franklin Gay 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.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Franklin Gay is a NAPFA AssociateThe 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.
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Franklin Gay is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Franklin Gay is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Contact Franklin Gay
Office Locations:
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1000 S. Pine Island Road
Suite 450
Plantation, FL 33324
