Advisor at Mana Financial Life Design
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.
Janet Gerlings is a CFP® professional with nine years of industry experience. She currently works at Mana Financial Life Design, where she has been since 2023, and previously spent seven years at Foothills Financial Planning, Inc. Prior to that, she worked at Rufenacht Commodities Inc. for twelve years. Mana Financial Life Design serves individual clients, including high-net-worth households, and employer plan sponsors with comprehensive financial life planning and discretionary investment management. The firm employs a goals-based asset allocation process with a focus on tax management and uses more active portfolio tools such as borrowing and derivatives, alongside client education through newsletters, webinars, and seminars.
Based on Mana Financial Life Design
Based on Mana Financial Life Design
Project Consulting fixed fee: $500 - $20,000
$0 - $1,000,000: 0.75% $1,000,001 - $3,000,000: 0.65% $3,000,001+: 0.50%
Hourly Financial Planning Fee: $500 per hour; Estate Planning Services: $500 per hour
Minimum fee: Financial Life Design annual planning fee: $6,000 to $25,000 based on complexity and needs Fee-only: Financial Life Design annual planning fee: $6,000 to $25,000; Project Consulting fixed fees: $500 - $20,000; Hourly Financial Planning: $500 per hour; Estate Planning hourly fees: $500 per hour
Glendale, CA
California
Mana Financial Life Design
2023 - Present (3 years)
Foothills Financial Planning, Inc.
2016 - 2023 (7 years)
N/a
2016 - 2016 (1 year)
Rufenacht Commodities Inc.
2004 - 2016 (12 years)
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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