Women of Clarity™
Taking Financial Control in 2021: Q1
Whether you are a young mother, career woman, entrepreneur, trusting wife, divorcee, or widow – chances are you share the same concerns: Do I have enough? Will my money last? How can I feel more confident with my money? If you participated on our last webinar from the “Power of Purpose” series then you are already expecting our take on how to tackle this first quarter of the year. If not, this will be a great opportunity to start taking the financial control you need. Our WOMEN OF CLARITY ™ community is here to support you and offer you a jumpstart by helping you put together a very basic action plan as you address your spending, savings, and investment goals for 2021.
– Understanding your Spending Lifestyle
– Creating a Savings Plan
– Designing an Investment Portfolio that Works for You
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Please feel free to reach out with any questions about joining the webinar. If you were unable to attend on Wednesday, January 27th, please let us know and we will send a replay of the presentation.
Mariella Foley, CFP®, ADPA®, CDFA®
Partner, Wealth Advisor, Round Table Wealth Management
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
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.
Marianne Rodriguez, CFP®
Director, Wealth Advisor, Round Table Wealth Management
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.