Marianela Collado, CPA/PFS, CFP®, joined Tobias Financial Advisors in October 2015 as a Senior Wealth Advisor and is a 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 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, 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. 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.
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.
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.
Session Information
Business Development When You're Not a "Sales Person"
When it comes to business development, Nela’s approach is “I need to play where I’m comfortable playing” and she values being genuine above all else. In this session you’ll get to dive into the three areas Nela focused on to bring her business from $250M to $600M in AUM.
- Developing professional relationships with attorneys, CPAs, and others through showcasing her firm’s talent and giving professionals actionable advice to improve their client’s lives.
- Providing incredible service to clients so that the work speaks for itself and clients happily refer to the firm
- The “pixie dust” approach where Nela uses her giving superpowers to make every prospect, whether qualified or not, leave the initial meeting better than when they met her.