Marianela N. Collado
TOBIAS FINANCIAL ADVISORS
Plantation, FL 33324
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CRD#: 6569237
Professional summary
Marianela Nmn Collado, CFP®, who also goes by Marianela Collado, Marianela Fernandez, is a registered financial advisor currently at TOBIAS FINANCIAL ADVISORS located in Plantation, Florida.
Marianela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Marianela has worked at 1 firm .
Biography
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.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Tax Planning
Life Transitions
Education Planning
Estate Planning
Divorce Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Marianela Collado | Marianela Fernandez
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Marianela Nmn Collado's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2005
Experience
Current
October 23, 2015 - Present
TOBIAS FINANCIAL ADVISORS
Office #1: 1000 S. Pine Island Road Suite 450, Plantation, FL 33324RIA
CRD#: 104711
Plantation, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TOBIAS FINANCIAL ADVISORS
BENJAMIN A. TOBIAS | TOBIAS FINANCIAL ADVISORS, INC. | TOBIAS FINANCIAL ADVISORS INC | TOBIAS FINANCIAL ADVISORS
CRD#: 104711 / SEC#: 801-33972
RIA
Registered Investment Advisory firm - (2/27/1989 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(10/23/2015)
IAR
Texas(1/4/2016)
Exams
Current Firm
TOBIAS FINANCIAL ADVISORS
BENJAMIN A. TOBIAS | TOBIAS FINANCIAL ADVISORS, INC. | TOBIAS FINANCIAL ADVISORS INC | TOBIAS FINANCIAL ADVISORS
CRD#: 104711 / SEC#: 801-33972
RIA
Registered Investment Advisory firm - (2/27/1989 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1000 S. Pine Island Road Suite 450, Plantation, FL 33324
Mailing Address
Phone number
(954) 424-1660
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,967 |
| AUM (Assets Under Management) | $ 892,240,795 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/29/2025 | ||
| 10/28/2024 | ||
| 07/28/2023 |
Red Flags
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Company Information
TOBIAS FINANCIAL ADVISORS
CRD#: 104711Plantation, FL 33324TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
