TFA Welcomes Marianela Collado
We would like to introduce the newest addition to the Tobias Financial Advisors’ (TFA) team, Marianela Collado, CFP®, CPA. Marianela brings with her 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.
Prior to joining TFA, Marianela was a Principal and Senior Consultant at Bessemer Trust. She joined Bessemer Trust in 2004, in New York City, as a member of the Client Tax Services department and subsequently worked with Bessemer’s client advisory team in Miami providing wealth and tax consulting services.
Prior to joining Bessemer, Marianela was a Senior Tax Associate with Wealth and Tax Advisory Services (formerly Arthur Andersen and now Andersen Tax) in New York specializing in compliance and planning for high net worth individuals.
Marianela received a Bachelor of Science in Accounting from Hunter College in New York City in 2000. She is a Certified Public Accountant in New York and a CERTIFIED FINANCIAL PLANNER™ professional.
When Marianela is not doing what she loves working with clients, Marianela enjoys spending time with her husband and three boys who keep her very busy with sports activities, camping trips with the Cub Scouts and play dates with friends in their Weston, FL community.