Marianela Collado Joins Tobias Financial Advisors as a Shareholder
Congratulations are in order to our very own Marianela Collado, CPA/PFS, CFP®. As of July 1st, 2016 she has officially become a shareholder at Tobias Financial Advisors. Marianela joined Tobias Financial Advisors in October 2015, and serves as a Senior Financial Advisor. Her contribution to Tobias Financial Advisors is extremely important to our organization and we’re so excited to welcome her to this new position.
While the shareholder title is new for Nela, working with clients in the tax and financial planning arena is her area of expertise. For over 15 years she has worked with clients to assist with high net-worth financial plans as well as implementation and reporting of complex income and wealth transfer strategies. We are honored to have her as part of our team and to welcome her to our list of shareholders.