Marianela Collado
CEO and Senior Wealth Advisor
Tobias Financial Advisors
Begin your journey to financial success. Our wealth advisors are here to inspire, educate, and prepare you so you can live the life you want.
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Send Marianela a Message
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Fee-Only Financial Advisor serving the entire South Florida region including Plantation, Boca Raton, Ft. Lauderdale, Miramar, Aventura, Weston and Miami
When you work with Tobias Financial Advisors, you work with a team of us. We believe in the power of collaboration and teamwork to offer a broad range of perspectives and insights, ensuring that we provide comprehensive solutions to your unique needs.
All advisors at Tobias Financial Advisors adhere to these Fiduciary Standards and Best Practices.
Schedule a complimentary appointment to learn more and see if we may be a good fit.

Get to Know Marianela Collado
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 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.
Learn more about Marianela's recognitions and community involvement here.
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax, Estate, and Legacy Planning
- Risk Management
- Pre and Post-Divorce Planning
- Exit Planning
- Retirement Plan Advisory
Ideal Clients:
- Women in Transition
- Business Owners
- Senior Executives
- Growing Families
- Sudden Money Situations
FAQ with Marianela Collado
- How are you compensated?
- Who will I work with at Tobias Financial Advisors?
- How much does it cost to come in and see a financial advisor?
Our fees are financial planning and wealth management fees that you pay directly to us. We do not receive any product-based fees, referral fees, or kick back fees of any kind. The fee you pay encompasses the full spectrum of financial planning and investment management services that we provide. You can view our fee structure here.
- How are you compensated?
Our fees are financial planning and wealth management fees that you pay directly to us. We do not receive any product-based fees, referral fees, or kick back fees of any kind. The fee you pay encompasses the full spectrum of financial planning and investment management services that we provide. You can view our fee structure here.
- Who will I work with at Tobias Financial Advisors?
- How much does it cost to come in and see a financial advisor?
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Marianela Collado's Designations and Affiliations
Marianela Collado is a Certified Public Accountant (CPA)
Media Mentions and Industry Involvement
Marianela Collado is Quoted on CNBC's Money Report: "How to know when married filing separately makes sense, according to tax experts"
Marianela Collado is Appointed as Treasurer of NAWBO South Florida Chapter
Marianela Collado is Quoted on CNBC: "Roth conversions are up in 2024 — but it’s not always a ‘slam dunk,’ accountant says"
Marianela Collado Named InvestmentNews Women to Watch Awardee in Executive Excellence in 2024
Marianela Collado is Featured in NAPFA Advisor: "A Journey of Integrity and Inclusion"
Marianela Collado is Quoted on Michael Kitces' Nerd's Eye View: "Finding Success In Succession By Building Towards The Successor’s Vision, With Marianela Collado"
Marianela Collado is a "2021 Finance Awards Honoree" as Nominated by South Florida Business & Wealth
Marianela Collado is a Member of the International Academy of Collaborative Professionals
Marianela Collado Named a 2024 Women's Choice Award Winner as a Financial Advisor.
Marianela Collado was Named a 2024 Personal Financial Planning (PFP) Champion by The American Institute of Certified Public Accountants (AICPA)
"Meet Marianela Collado" in Canvas Rebel
Marianela Collado is Featured in Shoutout Miami: "Meet Marianela Collado | CEO and Senior Wealth Advisor"
Marianela Collado is Featured by The Community Foundation of Broward: "Ask An Advisor About: Year-end giving"
Marianela Collado Earned Investment News' 2020 "Women to Watch" Award
Marianela Collado Named 2019 Hispanic Woman of Distinction
Marianela Collado was Featured in Weston Life: " Weston Moms Who are Engaged in Motherwhood While Doing Good in Their Community"
Marianela Collado Named to AICPA's Standing Ovation Honors in Personal Financial Planning for 2017
Marianela Collado is a Founding Member of the National Association of Divorce Professionals
Marianela Collado is a Member of The New York State Society of Certified Public Accountants
Marianela Collado is a Member of the Collaborative Family Law Professionals of South Florida
Marianela Collado is Featured in LatinBiz Today: "Everyday People, Make the World Go Round – Meet Marianela Collado"
Marianela Collado is a Guest Editor and Author for the Journal of Accountancy
Marianela Collado Contributes to Latin Biz Today: "Tax Planning and the Election Results"
Marianela Collado is Quoted in Citywire: "Wealth transfer: Inside a Florida RIA's successful succession"
Marianela Collado is Quoted in InvestmentNews: "Succession plan success story"
Office Locations
1000 S Pine Island Rd, Suite 450 - Plantation, FL 33324