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.