Partner, Wealth Advisor
Current
Dec 2022 - Present
AeroLeads people directory · profile
Mariella Foley, Cfp®, Cdfa® Email & Phone Number
Partner, Wealth Advisor @ Cerity Partners | CFP, ADPA, CDFA
at
Cerity Partners
1 work email found
@ceritypartners.com
1 phone found area 908
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner, Wealth Advisor @ Cerity Partners | CFP, ADPA, CDFA
Location
Westfield, New Jersey, United States
Company size
Who is Mariella Foley, Cfp®, Cdfa®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mariella Foley, Cfp®, Cdfa® is listed as Partner, Wealth Advisor @ Cerity Partners | CFP, ADPA, CDFA at Cerity Partners, a company with 211 employees, based in Westfield, New Jersey, United States. AeroLeads shows a work email signal at ceritypartners.com, phone signal with area code 908, and a matched LinkedIn profile for Mariella Foley, Cfp®, Cdfa®.
Mariella Foley, Cfp®, Cdfa® previously worked as Partner, Wealth Advisor at Cerity Partners and Partner and Wealth Advisor at Round Table Wealth Management -Merged With Cerity Partners December 1, 2022. Mariella Foley, Cfp®, Cdfa® holds Bs, Business Administration from Montclair State University.
Company email context
Email format at Cerity Partners
This section adds company-level context without repeating Mariella Foley, Cfp®, Cdfa®'s masked contact details.
*@ceritypartners.com
71% confidence
AeroLeads found 1 current-domain work email signal for Mariella Foley, Cfp®, Cdfa®. Compare company email patterns before reaching out.
Profile bio
About Mariella Foley, Cfp®, Cdfa®
As a Partner and Wealth Advisor at Cerity Partners, I have over 20 years of experience in providing comprehensive wealth management services to my clients. I hold the credentials of Certified Financial Planner (CFP®), Certified Divorce Financial Analyst (CDFA®), and Accredited Domestic Partnership Advisor (ADPA®), which demonstrate my commitment and expertise in financial planning, especially for women facing life transitions such as divorce or widowhood.My mission is to help women gain greater clarity, comfort, and confidence with their finances, and to empower them to achieve their long-term financial goals. I work closely with my clients to understand their needs, values, and aspirations, and to create customized strategies that address their investment management, risk management, estate planning, income taxes, cash flow management, and overall finances. I also provide guidance and support during challenging times, and motivate women to take charge of their financial future. I have been recognized with awards and publications for my work in this field.
Listed skills include Wealth Management, Retirement Planning, Estate Planning, High Net Worth Individuals, and 19 others.
Current workplace
Mariella Foley, Cfp®, Cdfa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Cerity Partners
6 roles · 38 years
Mariella Foley, Cfp®, Cdfa® work experience
A career timeline built from the work history available for this profile.
Partner And Wealth Advisor
Round Table Wealth Management -Merged With Cerity Partners December 1, 2022
I am responsible for all aspects of wealth management for my clients. This includes advising on investment management, risk management, estate planning, income taxes, cash flow management as well as overall finances. I work closely with my clients to ensure that they are on track to meet their long term financial goals.
Oct 2000 - Nov 2022
Senior Associate - Personal Financial Planning
Jul 1998 - Oct 2000
Financial Officer - Tax Department
Jul 1997 - Jun 1998
Tax Associate - Personal Financial Services Group
Feb 1994 - Jun 1997
Various
First Fidelity Bank N.A.
1988 - 1993
~5 yrs
Team & coworkers
Colleagues at Cerity Partners
Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →
M(
Michèle (Hallo) Hurley, Pmp
Colleague at Cerity Partners
Maplewood, New Jersey, United States, United States
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MO
Matthew Olver, Cfp®, Aep®, Cepa
Colleague at Cerity Partners
Cleveland, Ohio, United States, United States
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PV
Peter Viehl
Colleague at Cerity Partners
Pasadena, California, United States, United States
View →
AS
Andrew Shestek
Colleague at Cerity Partners
Chicago, Illinois, United States, United States
View →
CT
Carmen Tu
Colleague at Cerity Partners
Greater Boston, United States
View →
TM
Terri Minc
Colleague at Cerity Partners
Greater Chicago Area, United States
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NW
Nicholas Wheeler
Colleague at Cerity Partners
Fort Wayne, Indiana, United States, United States
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JE
Jennifer Ellison
Colleague at Cerity Partners
Burlingame, California, United States, United States
View →
CC
Cecilia Chen, Cfa
Colleague at Cerity Partners
Los Angeles Metropolitan Area, United States
View →
JB
Joseph Burbella, Aams®
Colleague at Cerity Partners
United States, United States
View →
Michèle (Hallo) Hurley, Pmp
Colleague at Cerity Partners
Maplewood, New Jersey, United States, United States
View →
MO
Matthew Olver, Cfp®, Aep®, Cepa
Colleague at Cerity Partners
Cleveland, Ohio, United States, United States
View →
PV
Peter Viehl
Colleague at Cerity Partners
Pasadena, California, United States, United States
View →
AS
Andrew Shestek
Colleague at Cerity Partners
Chicago, Illinois, United States, United States
View →
CT
Carmen Tu
Colleague at Cerity Partners
Greater Boston, United States
View →
TM
Terri Minc
Colleague at Cerity Partners
Greater Chicago Area, United States
View →
NW
Nicholas Wheeler
Colleague at Cerity Partners
Fort Wayne, Indiana, United States, United States
View →
JE
Jennifer Ellison
Colleague at Cerity Partners
Burlingame, California, United States, United States
View →
CC
Cecilia Chen, Cfa
Colleague at Cerity Partners
Los Angeles Metropolitan Area, United States
View →
JB
Joseph Burbella, Aams®
Colleague at Cerity Partners
United States, United States
View →
1 education record
Mariella Foley, Cfp®, Cdfa® education
FAQ
Frequently asked questions about Mariella Foley, Cfp®, Cdfa®
Quick answers generated from the profile data available on this page.
What company does Mariella Foley, Cfp®, Cdfa® work for?
Mariella Foley, Cfp®, Cdfa® works for Cerity Partners.
What is Mariella Foley, Cfp®, Cdfa®'s role at Cerity Partners?
Mariella Foley, Cfp®, Cdfa® is listed as Partner, Wealth Advisor @ Cerity Partners | CFP, ADPA, CDFA at Cerity Partners.
What is Mariella Foley, Cfp®, Cdfa®'s email address?
AeroLeads has found 1 work email signal at @ceritypartners.com for Mariella Foley, Cfp®, Cdfa® at Cerity Partners.
What is Mariella Foley, Cfp®, Cdfa®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 908 for Mariella Foley, Cfp®, Cdfa® at Cerity Partners.
Where is Mariella Foley, Cfp®, Cdfa® based?
Mariella Foley, Cfp®, Cdfa® is based in Westfield, New Jersey, United States while working with Cerity Partners.
What companies has Mariella Foley, Cfp®, Cdfa® worked for?
Mariella Foley, Cfp®, Cdfa® has worked for Cerity Partners, Round Table Wealth Management -Merged With Cerity Partners December 1, 2022, Kpmg, Us Trust, and Coopers & Lybrand.
Who are Mariella Foley, Cfp®, Cdfa®'s colleagues at Cerity Partners?
Mariella Foley, Cfp®, Cdfa®'s colleagues at Cerity Partners include Michèle (Hallo) Hurley, Pmp, Matthew Olver, Cfp®, Aep®, Cepa, Peter Viehl, Andrew Shestek, and Carmen Tu.
How can I contact Mariella Foley, Cfp®, Cdfa®?
You can use AeroLeads to view verified contact signals for Mariella Foley, Cfp®, Cdfa® at Cerity Partners, including work email, phone, and LinkedIn data when available.
What schools did Mariella Foley, Cfp®, Cdfa® attend?
Mariella Foley, Cfp®, Cdfa® holds Bs, Business Administration from Montclair State University.
What skills is Mariella Foley, Cfp®, Cdfa® known for?
Mariella Foley, Cfp®, Cdfa® is listed with skills including Wealth Management, Retirement Planning, Estate Planning, High Net Worth Individuals, Asset Allocation, Investment Advisory, Personal Finance, and Financial Planning.
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