Marianela Collado from Tobias Financial Advisors Honored with AICPA “Standing Ovation” for Top Young CPA in Personal Financial Planning


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Marianela Collado from Tobias Financial Advisors Honored with AICPA ‘Standing Ovation’ for Top Young CPA in Personal Financial Planning

Recognition Given at the AICPA Advanced PFP Conference in Las Vegas

Ft. Lauderdale, FL (June 15, 2017) – Marianela Collado, CPA/PFS, CFP® was one of sixteen CPAs age 40 and under honored by the American Institute of CPAs (AICPA) for their contributions to personal financial planning with the second annual Personal Financial Planning (PFP) Standing Ovation.  Marianela was honored at the AICPA’s Advanced Personal Financial Planning Conference in Las Vegas, part of AICPA ENGAGE.

“The AICPA is pleased to recognize each of these honorees for their contributions to personal financial planning,” said Andrea Millar, CPA/PFS, AICPA’s Director of Personal Financial Planning. “Each of these young PFS credential holders has gone beyond providing excellent client services to earn this honor. Their work underscores the contribution CPAs are able to make in the field of financial planning at an early age.”

Marianela Collado, CPA/PFS, CFP®, joined Tobias Financial Advisors in October 2015 and serves as the Chief Executive Officer and Senior Financial Advisor. Marianela oversees the management of client relationships by teaming up with clients and their professional advisors. This collaborative approach ensures the client’s overall financial planning objectives are pursued in the most tax efficient manner.

Personal financial planning is a growing field, which affords CPA financial planners a wealth of opportunity. The Bureau of Labor Statistics estimates the number of personal financial advisors to grow 30 percent from 2014 to 2024, much faster than the average for all occupations. The job outlook is driven by an aging population with higher life expectancies.

Recipients of the second annual Standing Ovation recognition in personal financial planning are noted on the PFP Section website and during a general session at the Advanced PFP Conference.

The Standing Ovation program recognizes young CPAs who exhibit outstanding professional achievement in specialization areas. In addition to making a notable contribution to the profession, nomination requirements for the Standing Ovation program in the personal financial planning area include maintaining an active CPA license, being an AICPA member in good standing and holding the Personal Financial Specialist (PFS) credential. Nominees must also be 40 years old or younger.

About Tobias Financial Advisors: Tobias Financial Advisors became an early advocate for fee-only financial planning services, convinced that commissions had no place in planning the futures of their clients. Tobias Financial Advisors have built their business on trust and vetted experience. All of their investment advisor representatives are required to hold the CERTIFIED FINANCIAL PLANNER™ designation. www.tobiasfinancial.com

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Media Contact:

Lauren Hong
Out & About Communications
media@outandaboutcomm.com
(619) 564-8584

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