Solomon Tobal: Background and Role with the Fischman Azar Group

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Background in Investment Services

Tobal developed his professional background in financial services with an emphasis on relationship management and investment opportunities. Before joining the Fischman Azar Group, he specialized in pre-IPO investments, giving him experience with investment opportunities involving privately held companies approaching a potential public offering.

His current role builds on that background, with a focus on understanding clients' financial objectives and developing strategies designed around their individual circumstances.

Role at the Fischman Azar Group

Tobal is one of five Financial Advisors working with the Fischman Azar Group.

The team is led by Senior Financial Advisors and co-founders Alexander "Sandy" Fischman and Shalom Azar. Fischman works across investment planning, wealth management, stock compensation strategies, estate planning and wealth transfer, while Azar's work includes wealth management and financial strategies for senior executives, including considerations surrounding executive compensation.

The group's other Financial Advisors are Tomer Mizrahi and Nicholas Iarrapino.

Mizrahi focuses on equity compensation management, investment planning, estate planning strategies, education planning and overall wealth management. Iarrapino's work centers on relationship management, clients' financial goals and administrative needs.

Together, the five advisors provide a range of financial planning and wealth-management capabilities.

Investment Planning and Wealth Management

Tobal's current Wells Fargo Advisors profile identifies four principal areas associated with his practice: investment management, wealth management, investment planning and risk assessment.

Investment planning involves considering a client's financial objectives, time horizon and individual circumstances when developing an overall investment strategy. Wealth management can extend beyond investments to encompass the broader financial considerations that accompany the preservation and growth of assets.

Tobal's background in relationship management forms an important part of this work, allowing him to focus on understanding individual client requirements and developing customized strategies.

Experience with Pre-IPO Investments

Prior to joining the Fischman Azar Group, Tobal specialized in pre-IPO investments.

Pre-IPO investments involve companies that have not yet completed an initial public offering and can carry different considerations from investments in publicly traded securities. The area requires attention to factors such as company stage, liquidity, valuation and investment risk.

Tobal's experience in this area forms part of his broader background in investment services.

A Team-Based Approach

The Fischman Azar Group operates as a team rather than as a practice built around a single advisor.

Fischman and Azar serve as the group's Senior Financial Advisors, while Tobal, Mizrahi and Iarrapino serve as Financial Advisors. The group also has a broader client-service team supporting the advisors.

The practice's stated areas of work include investment management, wealth management, investment planning and risk assessment, alongside services addressing areas such as estate planning, retirement planning, executive compensation and wealth transfer.

Life Outside Financial Services

Tobal is based in Staten Island, New York. Outside his professional work, he enjoys golfing and skiing.

Current Role

Tobal continues to serve as a Financial Advisor with the Fischman Azar Group in Fort Lee, New Jersey.

His professional background in relationship management and pre-IPO investments provides the foundation for his current work across investment planning, wealth management and client financial strategy. As part of the Fischman Azar Group, he works alongside Alexander Fischman, Shalom Azar, Tomer Mizrahi and Nicholas Iarrapino as part of the firm's financial-advisor team.