Marianela Collado Represents Tobias Financial at the Heckerling Institute


Marianela Collado, CPA/PFS, CFP®, is representing Tobias Financial Advisors at Heckerling Institute’s 51st Annual Estate Planning Seminar this upcoming January. The seminar focuses on recent developments including 2016 election implications, Section 2704 Proposed Regulations, elder law, international planning, and more. The program is led by the industry’s top estate planning experts and a representative of the U.S. Treasury Department. As Senior Financial Advisor at Tobias Financial Advisors, Marianela brings over 15 years of experience in the tax and financial planning arena to our clientele. Her dedication to strengthening her knowledge base to provide relevant and up-to-date advice is a great asset to those she serves.

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