We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.

ADVISORY TEAM MEMBER

Mariella Foley, a 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
  • Retirees
  • Divorce

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 from 2016 – 2022 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. 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.

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CERTIFIED FINANCIAL PLANNER™ (CFP®) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. A CFP® professional is trained in the area of financial planning, estate planning, taxes, investments, insurance, and retirement planning. The role of a CFP® professional is to integrate all of these disciplines creating a plan that serves the best interests of you and your family.

Individuals who hold the ADPA® designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

A Certified Divorce Financial Analyst (CDFA®) uses their knowledge of tax law, asset distribution and short- and long-term financial planning to achieve equitable divorce settlements.

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