Starting as a Para-Planner, Manny gained a deep understanding of the power behind proper financial planning and its impact on helping families meet their long-term goals.
As a retirement planner he assisted in helping small to large, for- and non-for-profit businesses, define and implement, appropriate retirement plan designs to incentivize, retain, and grow their workforce.
He has worked with clients between the ages of 18 and 80, those who were traders; those who were happy enough to remember their passwords, and everywhere in-between.
He thrives on educating people on complex areas and making the complexities of Financial Planning easier to understand. He has trading experience in Funds, Equities, fixed income and derivatives. Now he brings what he has learned to a broader audience.
Along the way Manny has earned a CERTIFIED FINANCIAL PLANNING (CFP) designation through the Certified Financial Planning Board of Standards, Inc. The Certified Financial Planning Board of Standards confers marks upon those who have obtain the requisite Experience, Ethics, Education, and Examination in the areas of Tax planning, Retirement Planning, Investment Planning, Insurance Planning, Estate and Legacy Planning, and Employee Benefits.
Manny is married with two beautiful daughters, and when possible, contributes to the Greater Baltimore community.
He has volunteered with Junior Achievement, and the Girl Scouts of Central Maryland. In his free time, he also enjoys spending time with his family, bass fishing, practicing Brazilian Jiu-jitsu and mixed martial arts.
Manny holds a Bachelor in Science with a concentration in Finance from Kutztown University of Pennsylvania. Manny holds a FINRA Series 6, 7, 63, 66, and Maryland Life and Health Insurance license.