Manny has worked in the financial industry for over 15 years and has held various positions at some of the largest Fortune 500 companies. He currently works as a Financial Planner and Educator, making complex ideas easier to understand for people from all walks of life. This is his passion.
He works to expand access to the financial planning profession, and enjoys giving back to the community by volunteering with local organizations within the Greater Baltimore region.
Manny is an advisor for Kutztown University of Pennsylvania's Financial Planning Program degree program. He also supports low- and moderate-income families by providing pro-bono financial planning through the non-profit organization, C.A.S.H. Campaign of Maryland
As a member, he supports the Baltimore County Public School Board's Central Area Education Advisory Council, where he works as a liaison to the community to improve outcomes for over 110,000 students, the 25th largest school district in the nation.
Manny is a proud husband and father to two amazing daughters. In his free time, he enjoys fishing, Brazilian Jiu-jitsu, Sailing, and spending time with family.
He holds a Bachelor in Science and Business Administration from Kutztown University of Pennsylvania, with a concentration in Finance.
He holds a Certified Financial Planning DesignationTM, FINRA Series 6, 7, 63, 66, participates in the IRS Annual Filing Season Program, and is pursuing an Enrolled Agent designation.