Marianela Collado

CPA/PFS, CFP®, CDS®, Chief Executive Officer, Senior Wealth Advisor


CPA/PFS – Certified Public Accountant/Personal Financial Specialist

CDS® – Certified Divorce Specialist

Bachelor’s degree
Hunter College

High-net-worth individuals, business owners, families

NAPFA, FPA, AICPA, FICPA, NAWBO, Gilda’s Club South Florida, Collaborative Family Law Professionals of South Florida

English, Spanish

Striving for excellence, passion in everything I do, being kind and genuinely caring, embracing all opportunities to learn

Weightlifting, pottery, gardening (or trying not to let my plants die)

Marianela Collado, CPA/PFS, CFP®, CDS® is a Plantation based financial advisor who operates under the fee-only model. Marianela provides a comprehensive range of financial planning services such as investment asset management, financial and life planning, and various functions aimed at assisting clients in safeguarding, expanding, and organizing their assets during different stages of life. As a fee-only, fiduciary, and independent financial advisor, Marianela does not receive any form of commission and has a legal obligation to provide unbiased and reliable financial guidance. 

Marianela Collado, CPA/PFS, CFP®, CDS® serves as a Senior Wealth Advisor and is the CEO and 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. She is passionate about working with high-net-worth individuals and families as well as business owners.

Marianela received a B.S. in accounting from Hunter College in New York City in 2000. She has over 20 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 Tobias Financial Advisors, Marianela was a Principal at Bessemer Trust, which she joined in 2004, initially as a member of the Client Tax Services department and subsequently working 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, now Andersen Tax) in New York, specializing in compliance and planning for high net-worth individuals. 

Marianela is often quoted in various financial and non-financial media outlets, as well as featured in articles related to tax and financial planning. She is a frequent speaker, serving as a subject matter expert on financial planning topics relating to high net-worth individuals. 

Marianela has earned recognition for her many accomplishments and contributions including:

  • Mother of the Year by Healthy Mothers, Healthy Babies (2021)
  • Excellence in Finance Award by South Florida Business and Wealth (2021)
  • Women to Watch by InvestmentNews (2020)
  • Hispanic Women of Distinction Award (2019)
  • Women to Watch by Florida Institute of CPA’s (2018)
  • Standing Ovation Award by American Institute of CPA’s (2017)

Marianela is passionate about giving back and being involved in her community. Her community service and professional affiliations include:

  • Board member, Nova Southeastern University’s Planned Giving Council
  • Board member, Planned Giving Council of Broward
  • Board member, Gilda’s Club South Florida
  • Executive Planning Committee, AICPA Personal Financial Planning
  • Vice Chair, Professional Advisors Council at the Community Foundation of Broward
  • Co-chair, Florida Academy of Collaborative Professionals’ Inclusion Diversity Equity and Accessibility Committee
  • Founding member, West Broward Chapter for the National Association of Divorce Professionals
  • Treasurer, National Association of Women Business Owners (NAWBO), South Florida Chapter
  • Member, National Association of Personal Financial Advisors (NAPFA)
  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, Florida Institute of Certified Public Accountants (FICPA)
  • Member, West Broward Estate Planning Council
  • Member, Financial Planning Association (FPA)
  • Member, FICPA’s Diversity & Inclusion Task Force
  • Member, Collaborative Family Law Professionals of South Florida
  • Member, Florida Academy of Collaborative Professionals Leadership Institute

Marianela is passionate about her clients at Tobias Financial Advisors, but outside the office she enjoys spending time with her husband and three boys, who keep her very busy with sports activities and playdates with friends in their Weston, Florida community.

“Financial planning is never a set it and forget it, it requires constant monitoring and creativity to adjust to an ever-changing world.”

Blog Posts Featuring Marianela Collado, CPA/PFS, CFP®, CDS®

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