Mariella Foley, CFP®, ADPA®, CDFA®

Partner

Westfield

Client Advisory

Biography

Mariella Foley is a Partner in the New Jersey office, where she has over 25 years of experience in the financial services industry providing personalized financial planning, tax planning and investment advisory services to high and ultra-high net worth individuals and families.  Her areas of expertise include women investors, especially those experiencing a life transition due to divorce or loss of a spouse as well as retirees and multigenerational families.  Mariella has also completed mediation training and Collaborative Law training

Prior to joining Cerity Partners, Mariella was a Partner and Wealth Advisor at Round Table Wealth Management, where she had been with the firm since 2000. In this role, Mariella was responsible for managing all aspects of her clients’ wealth. She has also worked in the tax departments of Big Four accounting firms as well as served as a tax specialist for a national trust company.

Mariella has a passion for helping women who are experiencing a difficult life transition and created Women of Clarity™, a program designed to invite and encourage women to become more involved in the planning of their financial future. Additionally, she has been a keynote speaker at major industry conferences such as InvestmentNews Women Adviser Summit as well as several local events.

Mariella is fluent in Spanish and is a first-degree black belt in Taekwondo. She enjoys spending time with her family as well as painting, drawing, and learning piano.

Education

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

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Domestic Partnership Advisor (ADPA®)
  • Certified Divorce Financial Analyst (CDFA®)
  • 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)
  • Treasurer and board member of the College Woman’s Club of Westfield
  • Member of the Institute for Divorce Financial Analysts (IDFA™)
  • 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 disclosures here.

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By clicking “Submit”, 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.