Florida-based wealth advisor selected for InvestmentNews' Excellence in Diversity, Equity & Inclusion Award for 2022
PLANTATION, Fla., April 4, 2022 /PRNewswire-PRWeb/ -- InvestmentNews has named Tobias Financial Advisor's Catalina Franco-Cicero, MS, CFP®, as a recipient of its Excellence in Diversity, Equity & Inclusion Award for 2022. With the award, InvestmentNew seeks to recognize individuals and firms that make an impact on the industry through their diversity, equity, and inclusion efforts. Catalina and the rest of the recipients will be recognized at an awards luncheon May 11 in New York.
According to the Certified Financial Planner Board of Standards, 83% of those registered as a CERTIFIED FINANCIAL PLANNER™ in 2021 were white and 76.6% were men. As a Hispanic immigrant woman, Catalina is able to understand the challenges of those unfamiliar with the American financial system. Her experiences have motivated her to increase the accessibility of financial planning for people of all backgrounds, as well as the next generation of advisors.
"What Catalina brings to the table in terms of her ability to connect with others is unparalleled," said Matthew D. Saneholtz, Chief Investment Officer of Tobias Wealth Management. "She has a gift for empathizing with a person's experiences and how those experiences impact financial decision-making."
Catalina serves as a wealth advisor for Tobias Financial Advisors, where she works directly with clients to match their values and financial goals. She also serves as a leader within the company and took the initiative to host monthly financial wellness clinics for her team members based on their unique needs.
"We are incredibly proud of all Catalina does for us—internally and our clients—but we're also proud of all she does for the financial planning community as whole," said Marianela Collado, CEO of Tobias Financial Advisors.
Last year, Catalina was selected to work with the next generation of financial planners at the Financial Planning Association® (FPA®) Virtual Externship. During the eight-week immersive program, she interacted with over 900 students, sharing her extensive knowledge and experience while emphasizing the importance of diversity, equity and inclusion in the field.
Tobias Financial Advisors has been an advocate for fee-only financial planning services from the early days and continues that practice today. The firm is committed to providing unbiased financial advice by adhering to the best practices and guidelines of The Institute for the Fiduciary Standard. For more information, visit https://tobiasfinancial.com/.
Media Contact
Edgar Collado, Tobias Financial Advisors, 1 954-424-1660, [email protected]
SOURCE Tobias Financial Advisors
Share this article