Christina Mangino
Advisor at Purposeful Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Purposeful Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Las Vegas, NV 89118
Credentials
CFP®, Series 63, Series 66
Industry experience
20 years
Christina Mangino is the sole advisor at Purposeful Planning, an independent firm based in Las Vegas, NV. She holds the CFP® designation and has 20 years of industry experience, including prior roles at Securities America, Inc., Surevest Capital Management, and Crown Capital Securities, L.P. Outside of advising, she serves as the executive director of the Miracle Hope Foundation and is involved in family relational coaching. Purposeful Planning provides financial planning and consulting services to individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm offers non-discretionary investment advice, retirement and legacy planning, insurance review, and ERISA plan consulting, serving a small client base with approximately $22.3 million in assets under management.
Based on Purposeful Planning
Based on Purposeful Planning
Negotiated flat fee usually ranging from $2,500 to $15,000 for financial planning services
Up to 1.0% annually for ERISA Plan Services (based on market value of Included Assets)
Insurance commissions received by affiliated insurance agent (approximately 25% of time spent)
$250.00 to $475.00 per hour for financial planning services
Account minimum: $100,000 Fee-only: $250 to $475 per hour or negotiated flat fee usually ranging from $2,500 to $15,000 for financial planning services
5940 S. Rainbow Blvd.
Las Vegas, NV 89118
Nevada
CMFP, LLC - Purposeful Planning Series, dba Purposeful Planning
2019 - Present (7 years)
Securities America, Inc.
2017 - 2018 (1 year)
Surevest Capital Management
2012 - 2019 (7 years)
Crown Capital Securities, L.P.
2011 - 2017 (6 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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