Catalina Franco-Cicero (CFP®, MS)

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

Business Owners

Corporate Executives

Estate & Generational Planning Issues

Financial Psychology/Coaching

High Net Worth Client Needs

Tax Planning

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

Catalina Franco- Cicero, CFP® serves as a Wealth Advisor. In this role, Catalina focuses on co-creating possibilities along with her clients by matching their values with their financial goals. Her day-to-day responsibilities include client relationship management, financial plan design, advisory of retirement plans – 401ks – for small businesses, and delivery of financial wellness education programming to their employees. In addition, she also serves as a mentor for the next generation advisors on the team.

Catalina switched careers to the financial services industry in 2011 after sitting in the Certified Financial Planner™ (CFP®) capstone class to take notes for her husband who was pursuing the coursework at the time. Prior to switching careers, Catalina was a wellness professional and adjunct professor with Barry University where she designed an award-winning wellness program and an internationally adopted sport for development program called Fun-Fit-Fridays. In addition, she creatively combined academic content and physical fitness for fun summer camps through Fitness For Kids for which she was a small business owner for 16 years.

Today, Catalina brings her expertise in personal finances, fun, and wellness to Tobias Financial and enjoys using the lessons learned as an athlete and coach to help individuals with their financial success. Catalina remains passionate about inspiring the next generation toward financial wellness and has designed a developmentally appropriate financial education program for kids and teens called Fiscal Fitness for All. Also, she has collaborated on the design of a comprehensive financial wellness program for Fiscal Fitness Clubs of America.

As a Wealth Advisor, Catalina brings her bilingual ability and sensitivity to cultural differences to planning. As an immigrant, she understands the challenges of those who aren’t familiar with the American financial systems.