Mariella Foley

Partner, Wealth Advisor

Round Table Wealth Management

241 North Avenue West, Suite 300
Westfield, NJ 07090

: 908-374-2570

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To provide our clients with peace of mind by enhancing their financial freedom and create a welcoming environment that inspires women to become more involved in planning for their financial future.

Certifications & Licenses:

CFP®, ADPA®, CDFA®

I strive to be the advisor my mother needed when our family experienced a difficult life changing event. Women of ClarityTM was formed to empower women to become confident in making smart financial decisions and live the life desired and deserved. - Mariella Foley

Our Practice

Mariella has over 25 years of experience in the financial services industry. Her responsibilities include all aspects of wealth management such as investments, income taxes, cash flow management as well as overall financial decision making for her clients. Mariella has been keynote speaker at Investment News’ Women Adviser Summit and several local events emphasizing the importance of women being involved in their finances and getting started.

Services Offered and Area of Focus

Women in transition/Female empowerment
Multi-generational Families
Retirees
Divorce

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Disclosures

Round Table Wealth Management (“Round Table”) is an SEC registered investment advisor with locations in New York, New Jersey, Florida and Oregon. Round Table and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisors by those states in which Round Table maintains clients.

Broker:
Term: 9/1/2022 - 12/31/2024

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DISCLOSURE Information

The Women’s Choice Award® Verified Financial Advisor program was created by WomenCertified Inc., the Voice of Women, to Simplify her life by doing the homework for her, which allows her to spend less time researching and struggling over choices in today’s cluttered marketplace and more time focusing on what really matters. When she chooses to work with a Women’s Choice Award® Verified Financial Advisor, she can be confident that she is choosing a thoroughly vetted advisor that caters to and understands the women's market. This is the first and only recognition program for well-qualified advisors who are committed to the women’s market. It was started in 2013.

Financial Advisors are Verified based on 17 objective criteria associated with providing quality service to women clients, such as educational and professional credentials, experience, and a favorable regulatory history, among other factors, including letters of validation and professional background checks. Financial advisors do not pay a fee to apply, be considered or qualify for the program. All qualified advisors are listed on womenschoiceaward.com. Once qualified, financial advisors may purchase additional marketing collateral such as licensed seal/badge usage, featured enhanced listing or additional promotional products. Verified advisors showing up in the featured listings on the site have paid a fee to appear there. The inclusion of a financial advisor within the WCA Verified Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of quality of services provided to clients or future investment success.

Women’s Choice Award® Verified Financial Advisors represent less than 1% of financial advisors in the U.S. Advisors are verified on rolling basis throughout the year. Only self-completed surveys were used for qualification for 2024.