Marianela Collado (CFP®, CPA/PFS)

Marianela Collado focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Marianela Collado, CPA/PFS, CFP®, joined Tobias Financial Advisors in October 2015 and serves as a Senior Financial Advisor. Marianela’s responsibilities include the overall management of client relationships by teaming up with clients and their professional advisors to ensure the client’s overall financial planning objectives are met in the most tax efficient manner.

Marianela has over 15 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 and Senior Tax Consultant at Bessemer Trust. She joined Bessemer Trust in 2004, in New York City, as a member of the Client Tax Services department and subsequently worked 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 and now Andersen Tax) in New York specializing in compliance and planning for high net worth individuals.

Marianela has honorably served as a member of the Florida Institute of CPA’s Women’s Leadership Committee since 2013.

Marianela received a B.S. in Accounting from Hunter College in New York City in 2000. She is a member of the National Association of Personal Financial Advisors, the American Institute of Certified Public Accountants, the New York State Society of Public Accountants, the Florida Institute of Certified Public Accountants, the West Broward Estate Planning Council and the Financial Planning Association.

Additional Information

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 play dates with friends in their Weston, FL community.

NAPFA Start Date

March 17, 2016

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This Office

1000 S Pine Island Rd Ste 250 Plantation, FL 33324-3910 Phone: (954) 424-1660 Fax: (954) 424-9545