Chad Williamson, CFP<sup>&reg;</sup> - Financial Advisor

Chad Williamson, CFP®

Wealth Advisor

Tobias Financial Advisors, Inc.

1000 S. Pine Island Road, #450
Fort Lauderdale, FL 33324
FINANCIAL ADVISOR'S WEBSITE
(954) 424-1660 CONNECT WITH Chad
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General

Chad Williamson is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Tobias Financial Advisors, Inc. in Fort Lauderdale, FL and the surrounding communities.

Financial Advisor Experience

Francheska Ruiz, CFP® serves as a Wealth Advisor. In this role she focuses on educating, listening, and supporting clients with a personalized, forward-thinking approach. Viewing herself as a resource and trusted partner, Francheska helps clients navigate the complexities of financial planning to achieve their goals. Whether it’s preparing for retirement, managing liabilities, or planning for future generations, she is dedicated to empowering individuals and families to build the future they envision. Francheska’s diverse background enriches her ability to connect with clients. Born in Southern California and raised in Coconut Creek, FL, her experiences living in Puerto Rico and Italy have shaped her global perspective on finance and ability to work with individuals from all walks of life. Francheska draws on a rich background of academic achievement and extensive professional experience. Francheska earned both a Bachelor’s of Science and Master’s of Science in Finance from the University of Florida in just four years. Before joining Tobias Financial Advisors, she spent seven years at Merrill Lynch, most recently as a Wealth Management Specialist, where she provided dedicated support to over 120 households across the U.S., Latin America, and the Caribbean. Throughout her career, Francheska has worked closely with clients and their trusted professionals, including CPAs and attorneys, to develop holistic wealth management strategies. She has advised on a wide range of financial needs, from estate and financial planning to asset allocation, liability management, and pre-immigration planning. Her collaborative approach ensures that each financial plan aligns with clients’ unique goals, long-term objectives, and tax optimization strategies. Driven by a passion for helping others, Francheska approaches challenges with care and optimism, transforming obstacles into opportunities for growth. She values teamwork and collaboration, both with her clients and colleagues, believing that a collective approach leads to better outcomes. Outside of work, she enjoys traveling, exploring cooking blogs, and staying active through weightlifting.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Cross-border Planning, Career Change, Estate Planning, Investment Management, Mutual Funds, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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