Benjamin Tobias

Current

• President at Tobias Financial Advisors

Education

• City University of New York-Baruch College
• City University of New York-Queens College

Recommended

1 person has recommended Benjamin

Connections

44 connections

Industry

Investment Management

Websites

• My Company

Benjamin Tobias’s Experience

• President

  Tobias Financial Advisors

  (Privately Held; 1-10 employees; Investment Management industry)

  January 1980 — Present (29 years 7 months)

  Tobias Financial Advisors, established in 1980, provides personalized financial planning, investment advisory, and tax services to a select group of clients. We are a small firm that keeps in close touch with our clients.
  
  We keep our client base small due to our strong belief and commitment to providing the time necessary to truly listen to the needs of each client and then fulfill those needs with uniquely devised strategies, plans, and solutions rather than “assembly line” advice. As a fee-only investment manager, we are beholden to no one other than our clients, totally independent from outside sources; our only compensation comes from our clients.
  
  We offer attentive service suited to your unique situation and place an emphasis on client education. We pride ourselves on taking the various pieces of your financial puzzle and arranging them to create a comprehensive picture that accurately reflects your risk tolerance, goals and objectives.

Benjamin Tobias’s Education

• City University of New York-Baruch College

  BBA , Accounting , 1970 — 1973

• City University of New York-Queens College

  Accounting 1969 — 1970

Additional Information

Benjamin Tobias’s Websites:

• My Company

Benjamin Tobias’s Groups:

•    Baruch Alumni Group
•    CERTIFIED FINANCIAL PLANNER™ Certificant
•    Deloitte Alumni
•    National Association of Personal Financial Advisors
•    RIA Marketplace™
•    AICPA (The American Institute of Certified Public Accountants)
•    Investment Management Consultants Association (IMCA)
•    Aegis Group

Benjamin Tobias’s Contact Settings

Interested In:

• expertise requests
• business deals
• reference requests
• getting back in touch