Creating Income Streams for Life


408-396-3993

About US


Creating Wealth


Wealth comes from a number of different resources. You can create your future wealth strategy right now.

Here at Tobias Financial Solutions we are dedicated to you and all your different, wealth building,  insurance & retirement needs.


We treat our clients with courtesy and integrity. We guarantee realistic, advice that achieves results. We will lead you on a course to financial freedom. Our years of experience and notable expertise ensure that your financial future is in good hands.

Our consistent track record of uncompromising ethics instills confidence and trust. We use cutting edge technologies to ensure up to the minute information. This allows us to respond quickly, and give you the most relevant information and perspective.


Tobias Financial Services is an independent financial services company dedicated to changing the way Americans plan for the future.

We believe a company represents a “culture.” Our culture is based on the coming together of people around a common set of values, beliefs, and purpose. It’s more than products and services, or commissions and income. It is about sharing a common cause. It is about our customers and our associates achieving peace of mind.

Our purpose is to inspire individuals, families, and businesses to seek the well being and security that comes from being prepared and able to survive the financial challenges and emergencies, thereby offering them the peace of mind to live their life to its greatest potential.

If you are ready to take control of your financial future, look no further. Contact us to schedule a complimentary strategy session and let us help you meet your financial goals.


Our most important win is making you a happy, life-long customer. 


Call us at: 925-398-3851 or schedule your appointment by Clicking Here