Catalina Franco-Cicero (CFP®, MS)

Catalina Franco-Cicero focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs

Planning Specialties

In addition to individual planning, we offer financial education and wellness as an employee benefit and to the general public. We also offer a special "Adulting with Money" class for those in the early stages of financial management and planning. 

Additional Information

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.

www.tobiasfinancial.com

NAPFA Start Date

September 12, 2016

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This Office

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