Marianela Collado
CEO & Senior Wealth Advisor
By leveraging our financial, tax, and investment expertise we will develop, and implement, sound financial strategies that give our clients peace of mind and support them along the way to achieving their goals.
Certifications & Licenses:
CFP® – CERTIFIED FINANCIAL PLANNER™
CPA/PFS – Certified Public Accountant/Personal Financial Specialist
CDS® – Certified Divorce Specialist
I am dedicated to providing high-quality, personalized financial services to our female clients, understanding their unique needs, and empowering them to achieve their financial goals with confidence and trust.
Marianela Collado, CPA/PFS, CFP®, CDS® is a Plantation based financial advisor who operates under the fee-only model. Marianela provides a comprehensive range of financial planning services such as investment asset management, financial and life planning, and various functions aimed at assisting clients in safeguarding, expanding, and organizing their assets during different stages of life. As a fee-only, fiduciary, and independent financial advisor, Marianela does not receive any form of commission and has a legal obligation to provide unbiased and reliable financial guidance.
Broker:
Term: 12/5/2023 – 12/31/2025