Marianela Collado (CFP®, CPA/PFS)

Additional Information

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.

Marianela 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.

Marianela has been quoted in various financial and non-financial media outlets, including the Wall Street Journal, New York Times, Barron’s, Fox Business News, CNBC, MentalFloss.com, MarketWatch and NerdWallet.com. She has also been featured in articles related to tax and financial planning in the El Nuevo Herald. She has been published in the Journal of Accountancy (Feb. 2018 issue) on the topic of retirement planning & tax planning. She is a frequent speaker, serving as a subject matter expert on financial planning topics relating to high net-worth individuals.

Marianela has earned recognition for her many accomplishments and contributions. Most recently, Marianela was named a 2021 Mother of the Year on behalf of Healthy Mothers, Healthy Babies. As a mother of three young boys under the age of 13, Marianela finds a way to juggle the priorities of a busy family with those of her growing firm and clientele. Also this year, Marianela was honored by South Florida Business and Wealth at their 1st Annual Excellence in Finance Awards. In 2020, Marianela was featured as a InvestmentNews Woman to Watch. 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.