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.
In today’s interview, led by Eclat Global Founder & CEO, Mariana Ortiz de Zarate, we discussed how her upbringing influenced her decisions choosing her career path and aspirations, and how she has been able to accomplish that and much more by joining Tobias Financial Advisors.