Marianela Collado

CFP®, CPA/PFS

Tobias Financial Advisors

Financial Advisor

Marianela Collado

CFP®, CPA/PFS

Tobias Financial Advisors

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Marianela Collado, CFP®, CPA/PFS

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 comprehensive and objective financial planning 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 has recently become 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 objectives are pursued 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.

Marianela has been quoted in various financial and non-financial media outlets including the Wall Street Journal, CNBC, MentalFloss.com and NerdWallet.com. She has been featured in articles related to tax and financial planning in the El Nuevo Herald. In 2017, Marianela received the American Institute of CPA’s Standing Ovation Award. She was among 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. She is also a founding member of the recently established West Broward Chapter for the National Association of Divorce Professionals and serves as their social media chair.

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 the country’s 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

Tobias Financial Advisors became an early advocate for fee-only financial planning services, convinced that commissions had no place in planning the futures of our clients. We have grown into a team of experts with over 75 years of cumulative experience in all aspects of wealth planning. We understand that our business is built on trust and vetted experience which is why all our investment advisor representatives are required to hold the CERTIFIED FINANCIAL PLANNER™ designation. To learn more about the team dedicated to our clients’ best interests, visit our Team page.              

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. After a successful start as an accountant with an international accounting firm as well as owning his own CPA firm, Ben decided that what his clients needed was an expert in wealth management and financial planning. After earning his credentials as a CERTIFIED FINANCIAL PLANNER™ professional, Ben converted his accounting firm to Tobias Financial Advisors, which combined all areas of financial planning with quality service in order to provide ongoing financial solutions for each individual or family served.

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

Contact Marianela Collado

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Office Locations:

  • 1000 S Pine Island Rd
    Ste 250
    Plantation, FL 33324

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