Money and Mindset Mastery: 4 Steps to an Empowered Life

Round Table Wealth Management
WEBINAR: 

Money and Mindset Mastery: 4 Steps to an Empowered Life

May 6, 2021 
• 6:30 PM EST • New York

Event Details

Topics:

  • Introduction to Round Table Wealth Management
  • The Women of Clarity™ Program
  • Who is right for the Women of Clarity™ Program?
  • Life coach Nikki Gangemi and the CALM™ method
  • Where to start your path to financial clarity?

RECORDING

RECORDING

Please feel free to reach out with any questions about joining the webinar. If you are unable to attend on Thursday, May 6th, please let us know and we will send a replay of the presentation.

SPEAKER PROFILES

Bruce Hyde

Mariella Foley

CFP®, ADPA®, CDFA®
Partner, Wealth Advisor

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 heads the Women of Clarity™ program and focuses her practice on working with women. In addition to advising women on their investments and finances, her goal is to empower them to take control of their financial lives – whether they are experiencing a life transition due to divorce, death of a spouse or any other life changing event.

Mariella has spoken at 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 for 2016, 2017, 2018, 2019 and 2020 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 also serves on the Board of Directors for the Westfield Area YMCA. 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.

Frederic Behrens

Marianne Rodriguez
CFP®
Director, Wealth Advisor

Marianne Rodriguez is a Director, Wealth Advisor at Round Table Wealth Management, based out of our Boca Raton, Florida office. Marianne is responsible for developing and managing clients and coordinating all aspects of the Investment Management and Financial Advisory services for her relationships.

Marianne has been serving the financial needs of the Southeast Florida Market through her leadership as a branch manager with a national brokerage firm. Her diverse background within the financial industry has allowed her to assist clients with personal and commercial banking solutions, their insurance needs as well as investment guidance and advice. Most recently, she has been providing clients with comprehensive financial planning tools and resources.

Marianne received her Bachelor’s degree in Business Administration with a minor in Marketing and Human Resources from Universidad Iberoamericana UNIBE in Santo Domingo, Dominican Republic. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2018 and is currently an active member of the Financial Planning Association (FPA). Marianne is passionate about cultural diversity and learning from people who come from different backgrounds, and is fluent in four languages: English, Spanish, French and Portuguese. She enjoys cycling with her husband Rafael, and spends most of her free time with their family and her cat Rainbow and dog Ginger.

Frederic Behrens

Nikki Gangemi

Mindful Matters, LLC Founder, Certified Coach

From actress to teacher to entrepreneur, Nikki Gangemi knows what it takes to make those big pivots and has found a way to accelerate her success from the inside out, to become the leading lady of her life and to live it on her own terms.

Nikki is an International Board Certified Success & Life Coach, NLP Practitioner, Clinical Hypnotherapist, speaker, author, and founder of Mindful Matters LLC. She helps clients remove the 3 things that are the root cause of almost every problem- negative emotion, limiting beliefs, and internal conflict, so they continually reach their next level of success faster and with more ease and satisfaction.

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2021-05-07T18:48:30+00:00