Wealth Advisor / Financial Planner
Tobiasfinancial
About this role
Tobias Financial Advisors is an independent, fee-only wealth management firm that provides comprehensive financial planning, tax strategies, and long-term guidance to successful individuals, families, and business owners. The firm emphasizes a collaborative, client-first approach and supports continuous professional development.
Skills
Qualifications
About Tobiasfinancial
tobiasfinancial.comTobias Financial Advisors is an independent, fee-only financial planning and wealth management firm based in Florida. They provide personalized, fiduciary-aligned advice and tailored wealth-management strategies for individuals and businesses, prioritizing transparency over commission-driven product sales. The experienced team offers comprehensive financial planning and ongoing guidance to help clients pursue long-term goals.
About Tobiasfinancial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
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Salary
$75k – $95k
per year