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Catalina Franco-Cicero

Catalina Franco-Cicero, MS, CFP, joined Tobias Financial Advisors in October 2017 as a Financial Advisor. In this role, Catalina’s 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 works with Spanish-language clients and serves as a mentor for the next generation advisors on the team. Catalina switched careers to the financial services industry in 2011. Prior to switching careers, Catalina was a wellness professional and adjunct professor with Barry University. The views expressed in this article do not necessarily reflect the views of Morningstar.

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