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.
Stephanie Bucko is a CFA® charterholder with eight years of industry experience. She is a financial advisor at Mana Financial Life Design and has held roles at Mana Management Partners dba Mana Money School since 2018, where she also serves as Chief Information Officer overseeing the distribution of online financial education programs. Prior to this, she worked at FRM Americas LLC (Man Group) for six years among other positions. 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 approach combined with active portfolio tools and offers educational resources alongside estate planning and employee benefit advice.
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 · New York · Texas
Mana Management Partners dba Mana Money School
2018 - Present (8 years)
Mana Financial Life Design, LLC
2018 - Present (8 years)
Finwell, Inc.
2018 - 2018 (1 year)
Self Employed/Contractor
2017 - 2017 (1 year)
Black Swift Group, LLC
2016 - 2017 (1 year)
Fortis Asset Management, LLC
2016 - 2016 (1 year)
FRM Americas LLC (Man Group)
2010 - 2016 (6 years)
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Lawyer
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Other specialized services
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