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.