Marianela Collado, CPA/PFS, CFP®, CDS® serves as a Senior Wealth Advisor and is the CEO and co-owner of Tobias Financial Advisors. 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. She is passionate about working with high-net-worth individuals and families as well as business owners. Marianela received a B.S. in accounting from Hunter College in New York City in 2000. She has over 25 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. Prior to joining Tobias Financial Advisors, Marianela Collado was a Principal at Bessemer Trust, which she joined in 2004, initially as a member of the Client Tax Services department and subsequently working 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, now Andersen Tax) in New York, specializing in compliance and planning for high net-worth individuals. Now, she has over 25 years of experience in tax and financial planning for high net worth families. Marianela is often quoted in various financial and non-financial media outlets, as well as featured in articles related to tax and financial 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 including: