12:00 PM • New York, NY
Did you know?
Women are estimated to control over 30% of all global wealth. Yet, 58% of women are still not taking an active role in financial decisions and leaving these decisions to their partner.
What would happen to you and your family’s wealth if you were the only one in control of it?
Do you understand the potential future impact of not being involved today?
Join us on March 3rd at 12pm for a webinar where you will:
1. Understand why women don’t get involved
2. Learn the long-term risks of not being involved
3. Walk away with tools to get started
So many women want to be more involved in their finances, but are not sure where to begin. We are here to help you get started.
EVENT START TIME
EVENT START TIME
Tuesday, March 3rd
12:00 pm ● New York, NY
Mariella Foley, CFP®, ADPA®, CDFA®
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.