Mariella P. Foley

CFP®, ADPA®, CDFA®

Mariella Foley, a Senior Director, Wealth Advisor with Round Table Wealth Management, has been with the firm since 2000 and has over 20 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’s area of focus is working with women as they transition financially whether due to divorce, death of a spouse or any other life changing events.  She enjoys working closely with her clients to assist them in gaining greater control of their financial lives.

Mariella's areas of expertise include:

  • Women in transition
  • Multi-generational Families
  • Retirees

Mariella is a graduate of Montclair State University with a B.S. in Business Administration and is a CERTIFIED FINANCIAL PLANNER™ professional.  She has experience in the tax department of Big 4 accounting firms as well as a national trust company as a tax specialist.  She holds the Accredited Domestic Partnership Advisor (ADPA®) and the Certified Divorce Financial Analyst (CDFA®), designations and has completed all required training to work in the collaborative divorce process.  She was also named a winner of the Five Star Wealth Manager Award for 2016 and 2017, which exemplifies Wealth Managers who consistently provide quality service and financial planning to their clients.   

Mariella is a member of The Institute for Divorce Financial Analysts; The New Jersey Collaborative Law Group and the International Academy of Collaborative Professionals.  She also serves on the Board of Directors for the Westfield Area Y as well as the Greater Westfield Area Chamber of Commerce.  She is also the Chair of the Women to Women Networking group.

Mariella is fluent in Spanish and she enjoys spending time with her family and being actively involved in various community organizations and events.  She is also a 1st degree black belt in Taekwondo.

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