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.
Mana FLD offers professional financial advice that empowers you to protect and celebrate your hard earned money.
We start with our clients' hopes and dreams: getting an intimate view of their values, attitudes, and feelings towards money and its connection to lifestyle. Next comes smart planning: as we work one-on-one with each client to learn your finances inside and out, resulting in deep knowledge sharing, and ongoing support capable of shifting attitudes and building wealth. The outcome is freedom through partnership: our clients are supported to grow, develop and stand strong through life’s transitions, as we build new strategies for self-awareness and personal identity. Throughout the journey, we help turn clients' dreams and goals into reality.
Based on Mana Financial Life Design
.75%
$6,000+
Financial Life Design consists of an annual planning fee, starting at $6,000 - this is calculated based on the complexity and unique needs of each client.
Glendale, CA
California · New York · Texas
Mana Management Partners d.b.a. Mana Money School
2018 - Present (8 years)
Mana Financial Life Design, LLC
2018 - Present (8 years)
Russell Investments
2008 - 2018 (10 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
Series 63, Series 65
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