Mariella Foley, Partner and Wealth Advisor with Round Table Wealth Management, has been with the firm since 2000 and 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 built a career in the financial services industry, with a passion for helping women who are experiencing a difficult life transition or change and created Women of Clarity™, a program designed to welcome and encourage women to become more involved in the planning of their financial future.
Mariella has been keynote speaker at major industry conferences such as Investment News’ Women Adviser Summit to several local events to emphasize the importance of women being involved in their finances and how to get started.
Mariella’s areas of expertise include:
- Women in transition/Female empowerment
- Multi-generational Families
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.
Mariella was named a winner of the Five Star Wealth Manager Award from 2016 – 2023 which exemplifies Wealth Managers who consistently provide quality service and financial planning to their clients. Additionally, Mariella has earned the Women’s Choice Award® Financial Program from 2022-2024. This award is based on 17 objective criteria and recognizes women that provide quality services to women clients.
Mariella is on the Board of the college Women’s Club of Westfield and serves as Treasurer, and an active member of The Institute for Divorce Financial Analysts. She previously served on the Board of Directors for the Westfield Area YMCA and the Greater Westfield Area Chamber of Commerce.
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.