Catalina
Franco-Cicero
Tobias Financial Advisors
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About this Advisor
Catalina Franco-Cicero is a financial advisor based in Fort Lauderdale, Florida, working with Tobias Financial Advisors. Catalina has previously held positions at Ameriprise Financial Services Inc, Fitness For Kids, Fiscal Fitness Clubs Of America, LLC, Fiscal Fitness For All, and Tobias Financial Advisors, Inc. Catalina has passed the Series 65 regulatory exam and is registered to provide services in Florida and Texas. Currently, Catalina is part of Tobias Financial Advisors, which operates out of Fort Lauderdale, Florida. The firm has 2 offices and 21 employees. The firm manages assets totaling $756.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Tobias Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tobias Financial Advisors Brokerage Details
$756,160,000
21
1,815
$416,617
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Catalina Franco-Cicero Work History
Tobias Financial Advisors, Inc
Fiscal Fitness Clubs Of America, LLC
Fiscal Fitness Clubs Of America, LLC
Ameriprise Financial Services Inc
Fiscal Fitness For All
Fitness For Kids
Disclosures
Please visit the SEC profile of Catalina Franco-Cicero to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tobias Financial Advisors
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
