Catalina M. Franco-Cicero, CFP<sup>&reg;</sup> - Financial Advisor

Catalina M. Franco-Cicero, CFP®

CTS™

Wealth Advisor

Tobias Financial Advisors

1000 S. Pine Island Road, #450
Plantation, FL 33324
FINANCIAL ADVISOR'S WEBSITE
(954) 424-1660 CONNECT WITH Catalina
  • facebook link
  • linkedin link

General

Catalina Franco-Cicero is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tobias Financial Advisors in Plantation, FL and the surrounding communities.

Financial Advisor Overview

We establish where you are and where you want to go in order to determine how to best avoid roadblocks along the way.

More

Financial Advisor Experience

As a Financial Advisor at Tobias Financial Advisors in Fort Lauderdale, 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 or visit our website at www.tobiasfinancial.com.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CTS™

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

The Tobias Wealth Management Service encompasses your many financial needs under one roof, for one fee. We strive to help you clarify your goals, achieve your objectives, and find peace of mind. Our service addresses financial and life planning, management of investment assets, and an array of financial planning functions.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Married, Retirement, Life Planning, Starting a Family, Sudden Wealth, Nontraditional Households, Women's Finances

More

Helpful Financial Planning Resources