Benjamin Tobias (AIF®, CFP®, CPA/PFS)

Benjamin Tobias focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals

Planning Specialties

Tobias Financial Advisors provides comprehensive personalized financial planning, investment advisory, and tax services as well as ongoing portfolio management. Our services include retirement planning, college planning, income tax planning, as well as insurance and estate planning. We work with individuals, couples, families, and businesses. 

Additional Information

Originally from New York City, Benjamin Tobias has lived in South Florida since 1975. Starting his career as an accountant, Ben transformed his accounting practice into investment advisory and wealth management services. Today, Ben is a nationally recognized financial advisor and retirement planning expert.

Ben is frequently interviewed by national media outlets such as: The Wall Street Journal, The New York Times, The International Herald Tribune, The Washington Post, Investment Advisor, Sun-Sentinel and The Miami Herald. Honored eight times by Worth Magazine as one of its "Top Wealth Advisors", Ben has a reputation for serving clients with his deep industry knowledge and vast experience.

Ben is a respected figure within the Financial Planning Industry and South Florida community. A past chair and member of the Disciplinary and Ethics Commission of the CFP® Board, formerly known as the Board of Professional Review, Ben has also served as chairman and as president of the Financial Planning Association (FPA) of Broward County and its predecessor, the South Florida Society of the Institute of Certified Financial Planners. Ben is also a past chair of the Investment Committee of the Jewish Community Foundation of the United Jewish Community of Broward County as well as a charter officer and past president of the Rotary Club of Pembroke Pines.

Ben was selected to participate in the filming of an internet series discussing investments and financial planning concerns. This program strived to educate the public through interactions with real people in authentic circumstances. The series appeared on the network and was called The Invested Life.

When not in the office, Ben enjoys traveling and walks on the beach with his wife, Barbara.

NAPFA Start Date

August 17, 2004


This Office

1000 S Pine Island Rd Ste 250 Plantation, FL 33324-3910 Phone: (954) 424-1660 Fax: (954) 424-9545