About
Join Alessandra Malito, MarketWatch retirement reporter, Malik Lee, founder & managing principal of Felton & Peel Wealth Management, and Marianela Collado, senior financial advisor and co-owner, Tobias Financial Advisors as they discuss what you need to know about alternative sources of retirement income.
Presenters
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Alessandra Malito
Retirement Reporter, MarketWatch
Alessandra Malito is the retirement reporter at MarketWatch, where she covers Social Security, savings and investing for any age, aging and the latest trends and legislation in the industry.
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Marianela Collado
Senior Financial Advisor & Co-Owner, Tobias Financial Advisors
Marianela Collado, CPA/PFS, CFP®, joined Tobias Financial Advisors in October 2015 as a Senior Financial Advisor and is a co-owner of the firm. She serves clients in a team setting by collaborating with them and their professional advisors to ensure their overall financial planning and investment objectives are pursued in a tax-efficient manner.

Marianela has over 15 years of experience in the tax and financial planning arena. She has worked with many ultra-high net worth families and assisted with the implementation and reporting of complex income and wealth transfer strategies.

Marianela has been quoted in various financial and non-financial media outlets, including the Wall Street Journal, New York Times, CNBC, MentalFloss.com, and NerdWallet.com. She has also been featured in articles related to tax and financial planning in the El Nuevo Herald. She has been published in the Journal of Accountancy (Feb. 2018 issue) on the topic of retirement planning & tax planning. She is a frequent speaker, serving as a subject matter expert on financial planning topics relating to high net worth individuals.

Marianela received a B.S. in accounting from Hunter College in New York City in 2000. In addition to the associations already mentioned, she is a member of the National Association of Personal Financial Advisors, the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, the West Broward Estate Planning Council and the Financial Planning Association.
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Malik Lee
Managing Principal & Founder, Felton & Peel Wealth Management
Malik S. Lee is a financial expert with nearly two decades of experience and is the Managing Principal and Founder of Felton & Peel Wealth Management. A full-service, comprehensive wealth management firm servicing clients nationwide with offices in both Atlanta and New York. Malik graduated with a degree in Finance from Morehouse College and is a CERTIFIED FINANCIAL PLANNER™, Chartered Advisor in Philanthropy®, and an Accredited Portfolio Management Advisor℠.
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