Mariella Foley, CFP®, ADPA®, CDFA®

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 navigating the complex tax, estate, and investment decisions involved in transferring significant wealth to the next generation.

Mariella’s passion for supporting women through difficult life transitions is reflected in her work both inside and outside her practice. 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. Having been trained in mediation and Collaborative Law, she is able to work alongside legal and tax professionals as part of a coordinated advisory team. As a board member and financial coach for Wings for Widows, she extends that commitment beyond her practice, providing guidance to women who have lost a spouse. Her dedication to this work has taken her to major industry stages, including 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 earlier in her career worked in the tax departments of Big Four accounting firms and as a tax specialist for a national trust company. She also gives back to the next generation of financial professionals as a mentor to MBA students at Montclair State University, where she earned her own degree in Business Administration.

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

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