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Mariella Foley , CFP®, ADPA®, CDFA®

Partner

Westfield

Client Advisory

Biography

Mariella Foley is a Partner in the New Jersey office who has built her practice on helping women navigate life’s most significant financial transitions — such as the loss of a spouse, divorce, or retirement. With more than 25 years of experience in financial planning, tax planning, and investment advisory services, Mariella holds the CERTIFIED FINANCIAL PLANNER® designation and works with high and ultra-high net worth individuals and families, including multigenerational families transferring significant wealth to the next generation.

As a Certified Divorce Financial Analyst (CDFA®), she brings specialized experience to the complex division of marital assets — including retirement accounts, business interests, and investment portfolios and works alongside legal and tax professionals as part of the coordinated advisory team.

As a board member and financial coach for Wings for Widows, she extends that commitment to women who have lost a spouse. She has participated as a keynote speaker at the InvestmentNews Women Adviser Summit.

Prior to joining Cerity Partners, Mariella was a Partner at Round Table Wealth Management and previously worked in the tax departments of Big Four accounting firms and as a tax specialist for a national trust company. She also serves as a mentor to MBA students at Montclair State University, where she earned her own degree in Business Administration.

Mariella is fluent in Spanish, holds a first-degree black belt in Taekwondo, and enjoys reading, painting and learning piano.

Learn more about my practice.

Education

  • B.S. in Business Administration from Montclair State University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Accredited Domestic Partnership Advisor (ADPA®)
  • Certified Divorce Financial Analyst (CDFA®)
  • Wings for Widows Board member
  • Financial Coach for Wings for Widows
  • Winner of the Five Star Wealth Manager award: A wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. (No fee is paid to receive this award)
  • Women’s Choice Award® 2022–2023, which is based on 17 objective criteria and recognizes women committed to provide quality services to women clients. (No fee is paid to receive this award)
  • Member of the Institute for Divorce Financial Analysts (IDFA™)
  • Mentor to MBA students at Montclair State University
  • Former Treasurer and board member of the College Woman’s Club of Westfield
  • Former member of the board of directors for the Westfield Area YMCA
  • Former member of the board of directors for the Greater Westfield Area Chamber of Commerce
Please read important award, ranking and credential disclosures here.

Latest Insights

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Mariella Foley

Partner

Individuals and Families

Retirement Planning for Single Women: How to Prepare

Women already face gender-specific financial planning challenges. These include a longer life expectancy and a pay gap that results in lower salaries and lower lifetime savings unless they save a greater percentage of their salary.

Mariella Foley

Partner

Individuals and Families

Navigating the Fiduciary Relationship

Navigating the financial world can be a daunting experience for many people, especially when it comes to selecting a financial advisor to help manage their wealth. A crucial aspect to consider in this process is whether the professional you choose to work with is a fiduciary.

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Suggested Reading

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Mariella Foley

Partner

Individuals and Families

Splitting Retirement Accounts in Divorce

When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an…

Mariella Foley

Partner

Individuals and Families

Top 7 Financial To-Dos After a Divorce

You've just signed your divorce papers, and you're now ready to put all the stress of the long and complicated…

Mariella Foley

Partner

Individuals and Families

Staying in the Marital Home After Divorce: Emotions vs. Economics

As someone contemplates divorce, one of the most common concerns, after custody of the children, is whether either spouse will…
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Principal & Client Experience Director

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.