Mariella Foley, a Wealth Advisor with Round Table Wealth Management in Westfield, N.J., has been named a FIVE STAR Wealth Manager for 2017. She also previously earned this award in 2016. Mariella is a CFP® practitioner as well as a Certified Divorce Financial Analyst (CDFA®). Her focus is in assisting women who are experiencing a life transition due to divorce or death of a spouse to help them become more comfortable with their finances. Mariella also is the Chair of the Women to Women networking group which is part of the Greater Westfield Area Chamber of Commerce.
Five Star Wealth Managers are a select group of advisors that meet the award eligibility criteria including industry credentials, experience, and favorable regulatory standing. Other criteria considered includes client retention rates, assets under management, number of clients/households, and education/professional designations. There is no fee paid in association with the award.
Round Table Wealth Management is an independent advisory firm providing objective investment and financial advisory services to high net worth individuals. Their headquarters is in downtown Westfield, N.J. with another office in New York City. For additional information, please contact Mariella at firstname.lastname@example.org or (908) 374-2570.