Tobias Bond, CFP®
Senior Wealth Advisor
Designations and Licenses
He is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Tobias provides customized wealth management solutions to clients to help them achieve their goals and aspirations.
Prior to joining Mariner Wealth Advisors, Tobias was a wealth analyst at a private bank in Chicago’s North Shore. In this role, he serviced client relationships by providing integrated financial planning.
Tobias has a bachelor’s degree in agricultural and consumer economics with a concentration in financial planning from the University of Illinois Urbana-Champaign.
Personal Interests
Away from the office, Tobias enjoys traveling with his wife and three children and maintaining an active lifestyle. He also likes reading about history, economics/finance and personal development.
Tobias’ Offices
Insights
Make the Most of Your Retirement Plan Contributions
August 25, 2023
You may want to consider creating a strategy for maximizing retirement plan contributions. The IRS has upped the amount...
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Money Management Strategies for Your College Student or Recent Graduate
August 1, 2023
Whether your adult child is a freshman at a university or you have a recent graduate, he or she...
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Eliminating Guilt from Spending
July 27, 2023
For many, they’ve become wealthy because of their focus on saving. They’ve spent their entire lives being disciplined and...
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