Marianela Collado

CFP®, CPA/PFS, CDS®

Tobias Financial Advisors

CEO and Senior Wealth Advisor

Marianela Collado

CFP®, CPA/PFS, CDS®

Tobias Financial Advisors

CEO and Senior Wealth Advisor

Financial planning is never a set it and forget, it requires constant monitoring and creativity to adjust to an ever-changing world. - Marianela Collado, CFP®, CPA/PFS, CDS®

Fee-Only Financial Advisor serving the entire South Florida region including Plantation, Boca Raton, Ft. Lauderdale, Miramar, Aventura, Weston and Miami

Marianela Collado is a Plantation, FL fee-only financial planner. Tobias Financial Advisors provides financial and life planning, management of investment assets, and an array of financial planning functions to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Marianela Collado is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Marianela Collado, CPA/PFS, CFP® joined Tobias Financial Advisors in October 2015 as a Senior Financial Advisor and is a co-owner of the firm. Marianela serves clients in a team setting by collaborating with clients and their professional advisors to ensure the client’s overall financial planning and investment objectives are pursued in the most tax efficient manner.

Marianela has nearly 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.

Marianela has been quoted in various financial and non-financial media outlets including the Wall Street Journal, New York Times, CNBC, MentalFloss.com, and NerdWallet.com. She has also been featured in articles related to tax and financial planning in the El Nuevo Herald.

In 2020, Marianela was recognized for her role as a working mother by Healthy Mothers, Healthy Babies of Broward County. In 2019, Marianela was named an honoree for the Hispanic Women of Distinction award. She was also featured in Weston Life magazine. In 2018, she was a nominee for the Florida Institute of CPA’s (FICPA’s) Women to Watch award. In 2017, Marianela received the American Institute of CPA’s Standing Ovation Award, as one of 16 CPAs nationwide under the age of 40 recognized for their contribution to personal financial planning. 

Prior to joining Tobias Financial Advisors, Marianela was a Principal at Bessemer Trust. She joined Bessemer Trust in 2004, 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 from 2013 to 2017.  In addition, she is a founding member of the recently established West Broward Chapter for the National Association of Divorce Professionals and serves as the chapter’s Director. With a certification in collaborative divorce practice, she is also a member of the Collaborative Family Law Professionals of South Florida. Marianela serves on the Nova Southeastern University’s Planned Giving Council and is a Board Member for Gilda’s Club South Florida.

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 Florida Institute of Certified Public Accountants, the West Broward Estate Planning Council, the Financial Planning Association and the Florida Institute of Certified Public Accountants.

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, FL community.

Marianela Collado is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Like many of Tobias Financial Advisors’ clients, our founder, Ben Tobias, had a goal. His goal was to build a business with other compassionate advisors who are enthusiastic about seeing their clients achieve better financial futures. With over 40 years in the industry, Tobias Financial Advisors prides itself on developing long-lasting relationships with their select group of clients. These relationships are the cornerstone of our firm’s ability to live our mission to inspire, educate, and prepare our clients so they can live the lives they want. 
All Tobias Financial Advisor’s Financial Planners are required to hold the CERTIFIED FINANCIAL PLANNER™ designation, a sign of distinction in the industry. As a fee-only investment manager, our financial advisors are beholden to no one other than our clients. We are fiduciaries and legally obligated to put your best interests first. We are committed to providing unbiased financial advice and acting exclusively in the best interest of our clients. As a founding member of the Institute of Fiduciary Standard’s first class of Real Fiduciary™ Advisors, we are proud to adhere to the most rigorous standard of practices in the advice industry.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Marianela Collado is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Financial Planning Association
    Marianela Collado is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Certified Financial Planner (CFP)
    Marianela Collado is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Marianela Collado is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

  • CPA/PFS - Personal Financial Specialist
    Marianela Collado is a Personal Financial Specialist (PFS)

    The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.

  • Certified Divorce Specialist (CDS™)
    Marianela Collado is a Certified Divorce Specialist (CDS™)

    Financial Advisors who hold the Certified Divorce Specialist (CDS™) designation have completed rigorous training to learn specialized communications skills required to best interact with divorced clients. Additionally they study topics from the Legal, Financial, Mental Health, and Real Estate fields as they pertain to the divorce process. In addition to the initial training, biennial continuing education is required to maintain the designation.

Contact Marianela Collado

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Office Locations:

  • 1000 S Pine Island Rd
    Suite 450
    Plantation, FL 33324

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