Advisors at this firm
Janika D
Series 65
Westlake Village, CA
Manchester Financial Inc
Janika Domingo is a financial advisor at Manchester Financial Inc with a Series 65 designation and four years of industry experience. She has worked at Manchester Financial since 2020 and previously held roles at Urban Wealth Management and California State University, Northridge. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm uses individualized client profiles and multiple asset-allocation models to manage investments across various asset classes, employing both long- and short-term strategies where appropriate.
Laura N
CFP®, Series 66
Westlake Village, CA
Manchester Financial Inc
Laura Navarro is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Manchester Financial Inc. She has been with Manchester Financial since 2015 and previously worked at Galt Financial Group, Inc. Navarro is also an independent licensed insurance agent specializing in life, health, and variable insurance products. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm uses individualized client profiles and multiple asset-allocation models to manage a diverse range of investments, employing both long- and short-term strategies where appropriate.
Seth C
CFP®, Series 65
Westlake Village, CA
Manchester Financial Inc
Seth Catanese is a CFP® with eight years of industry experience, currently serving as an advisor at Manchester Financial Inc since 2015. He holds the Series 65 designation and is based in Westlake Village, CA. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm employs individualized asset allocation models and discretionary management across various investment types, continuously monitoring accounts and utilizing technology to manage participant-level retirement accounts without taking custody.
Alan H
Series 63
Fernandina Beach, FL
Manchester Financial Inc
Alan Hopkins is a financial advisor at Manchester Financial Inc with 28 years of industry experience. He holds a Series 63 designation and has been with Manchester Financial since 1995. In addition to his advisory role, he owns Hopkins Consulting Florida LLC, where he provides business consulting services focused on company growth. Manchester Financial offers portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs individualized asset allocation models and discretionary management across various investment types, including stocks, bonds, ETFs, structured products, and private/alternative investments.
Mario V
Series 66
Westlake Village, CA
Manchester Financial Inc
Mario Valverde is a financial advisor at Manchester Financial Inc with six years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Brokerage Services LLC, Hd Vest Investment Services, and Green Financial Services. Outside of advisory work, he has experience as a licensed insurance agent specializing in life, health, and accident insurance. Manchester Financial provides portfolio management, financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm employs individualized asset allocation models and discretionary management across a range of investment types, including private and alternative investments.
Scott W
Series 63, Series 65
Westlake Village, CA
Manchester Financial Inc
Scott Whitney is a financial advisor at Manchester Financial Inc in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Manchester Financial since 2017 and previously spent 17 years at Harold Davidson & Associates, Inc. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs individualized asset allocation models and discretionary management across various investment types, continuously monitoring accounts and utilizing the Pontera platform to manage participant-level retirement accounts without taking custody.
Franklin W
Series 63, Series 65, Series 66
Westlake Village, CA
Manchester Financial Inc
Franklin Whitehouse is a financial advisor at Manchester Financial Inc with seven years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Gladstone Wealth Group and One Capital Management, LLC. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm uses individualized client profiles and multiple asset-allocation models to manage a range of investments, employing discretionary authority and both long- and short-term strategies where appropriate.
Steven S
Series 66
Westlake Village, CA
Manchester Financial Inc
Steven Scott is a Series 66-licensed financial advisor with 13 years of industry experience, currently serving at Manchester Financial Inc since 2014. He is also an independent licensed insurance agent specializing in life, health, and accident insurance. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm uses individualized client profiles and multiple asset-allocation models to manage diverse investment portfolios, employing both long- and short-term strategies as appropriate.
Mark W
Series 63, Series 65
Westlake Village, CA
Manchester Financial Inc
Mark Weiderman is a financial advisor at Manchester Financial Inc with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Manchester Financial since 2015. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm uses individualized client profiles and various asset-allocation models to manage portfolios across a range of investments, employing both long- and short-term strategies where appropriate.
Steven R
Series 63, Series 66
Westlake Village, CA
Manchester Financial Inc
Steven Rezzelle is a financial advisor at Manchester Financial Inc with 13 years of industry experience. He has previously worked at Fidelity Investments, Securities America, Hefren-Tillotson, and Scottrade. He also operates as an independent licensed insurance agent specializing in life, health, and variable insurance products. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm uses individualized client profiles and multiple asset-allocation models to manage diversified portfolios, employing both long- and short-term strategies and offering plan-participant investment management through the Pontera platform.