Luis is the founder of Build a Better Financial Future LLC. He came to the U.S. at age 11 from the Dominican Republic. Growing up in New York City and now living in California, Luis noticed the lack of financial literacy in his community and was inspired by his parents to work hard and pursue …
Maurice has served small business owners, executives, professionals, and retirees through the financial services industry since 2005. Three of those years, he served in operations, while he’s been a financial adviser/planner since 2008. He holds a B.S.B.A. in Finance from Bowling Green State University in Bowling Green, OH. Maurice also holds the Series 7 & …
Catalina Franco-Cicero joined Tobias Financial Advisors in October 2017 as a Wealth Advisor. In this role, Catalina focuses on co-creating possibilities with her clients by matching their values with their goals. This is done by implementing an efficient way to collaborate with their other professional advisors to accomplish their goals. Her day-to-day responsibilities include client …
Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, ChSNC® is a financial coach and educator for young professionals in their 20s and 30s. Akeiva is a CFP Board Ambassador whose financial expertise has appeared quoted in numerous media outlets, including Refinery 29, NPR, Financial Planning, Business Insider, RIA Intel, the New York Times, and CNBC. She is …
I have been a Financial Advisor since 2010. I work with LPL Financial in Hermitage. Prior to joining LPL, I worked as a financial consultant. I have earned both the CERTIFIED FINANCIAL PLANNER(TM)(CFP®) and Certified Divorce Financial Analyst (CDFA®) professional designations. Using an established process, I build personalized financial strategies for my clients that strive …