Allow us to introduce our experienced, friendly advisors and staff. We are ready to assist you with all your financial planning endeavors.
Benjamin Tobias CFP®, CPA/PFS, CIMA®, AIF®, president of Tobias Financial Advisors, is originally from the New York City area and has lived and worked in South Florida since 1975. Professional and trade organization memberships include the Financial Planning Association, The Investment Management Consultants Association, The National Association of Personal Financial Advisors, American Institute of Certified Public Accountants, The National Independent Financial Advisors Panel, and The Aegis Study Group. Mr. Tobias has also been a member of the TD Ameritrade Institutional Advisor Panel for 2005-2011. Click here to read Ben Tobias' full biography.
Barbara Tobias, Client Relations Manager, is an integral part of the team at Tobias Financial Advisors. Barbara received her Bachelor of Arts in Education from the University of Florida in 1975, with high honors, and has taught in both Miami-Dade and Broward counties public schools where she excelled in teaching math to fourth and fifth graders. Click here to read Barbara Tobias' full biography.
Matthew Saneholtz CFA, CFP®, Principal, has a wide range of duties at Tobias Financial Advisors which include delivering the various aspects of financial planning and investment advisory services to our broad client base. Matthew joined Tobias Financial Advisors in 2005 and works on all areas of wealth management for TFA clients. Prior to joining Tobias Financial Advisors, Matthew began his career as an equity trader. Click here to read Matthew Saneholtz's full biography.
Daniel Tobias, Danny may best be known as our resident world traveler; he came to us after completing his round the world trip in 2011. He began his career in Washington DC as a member of the Financial Management Practice of IBM Global Business Services. Danny is not a newcomer to the idea of what it takes to make a financial plan into a reality! He and his wife planned and saved for a unique, once in a lifetime, twenty-one month trip around the world. Utilizing the same skills that made his remarkable trip possible, Danny works with the TFA team to construct and deliver financial plans to our clients. Click here to read Daniel Tobias' full biography.
Peggy & Deanna, Peggy Curtis & Deanna Sachs, our administrative assistants, will always greet you with a smile, seeking to make certain you feel comfortable. Consistent, excellent customer service are their primary goals! Click here to read Peggy & Deanna's full biography.