Press
Press and presentations
Our team shares what we’ve learned through media features, conference talks, educational presentations, community workshops, and corporate seminars.
Recognition
Industry honors for our team and our firm.
2026
InvestmentNews Excellence Awardee
Stephanie was a finalist for Advisor of the Year in Alternative Investments.
2019
XYPN Firm of the Year
Mana was selected from more than 500 advisory firms.
Recent features
Recent articles, podcasts, and webinars featuring our team.
Kitces / February 2025 / Podcast
Expanding across the household by helping sandwich generation kids with their parents’ financial needs
Cristina offers a fresh perspective on financial planning for the sandwich generation on Financial Advisor Success.
Forbes
December 2025 / Stephanie
What Financial Advisors Recommend To Wealthy Clients For Year-End 2025 Donations
Stephanie is quoted in this holiday piece on charitable giving.
MyStockOptions.com
October 2025 / Stephanie
Leading Advisors Reveal Year-End 2025 Strategies For Equity Comp And Company Stock
Stephanie shares her insights on managing company stock.
Forbes
February 2025 / Stephanie
Trump, The IRS, And Tax Policy: Advisors Make Early Predictions
Stephanie shares her thoughts on how the new administration could affect tax season.
MyStockOptions.com
February 2025 / Stephanie
Tax Returns With Equity Comp & Stock Sales: Prevent Mistakes & Avoid Overpaying Taxes
Stephanie is a featured speaker in this webinar on avoiding tax mistakes.
InvestmentNews
October 2024 / Cristina
Aligning Client Goals With Life Aspirations
Cristina talks about how her personal experience shaped the Mana philosophy.
MoneyGeek
October 2024 / Cristina
Two expert features on life insurance
Cristina weighs in on $500,000 policies and on finding affordable coverage for seniors.
From the archive
Earlier articles, podcasts, and videos, going back to 2018.
2024
July
Weird Finance Podcast
How To Think Like A Financial Planner
Cristina and Stephanie on Mana’s approach to planning and the clients we serve
February
eMoney
4 Money Tips For Couples From Advisors
Stephanie and Cristina on the power of Money Dates
February
Advisors Unscripted Podcast
Episode 44
Cristina and Stephanie on building Mana, from seed capital to full independence
2023
December
Money
A money checklist for 2024 and 7 New Year money mistakes to avoid
Stephanie is featured in two linked articles
December
InvestmentNews
From Hedge Funds To Impact Investing
Stephanie shares the Mana origin story and why impact investing matters to us
October
ThinkAdvisor
7 Client Portfolio Nightmares, Resolved
Stephanie on fixing a “not so safe” portfolio
February
WealthManagement.com
Human First: The Rise of FinPsych, Financial Therapy and Life Planning
Cristina on connecting emotions to money
February
myStockOptions.com
Webinar and article on tax guidance
Stephanie on preventing tax return errors with stock comp and stock sales
2022
November
Amy Snider
Snider Shoutout on Mana FLD
Stephanie and Cristina on topics from real estate to market volatility
October
NerdWallet
4 ways investors can make the most of inflation
Stephanie on sectors that tend to hold up during inflation
September
NerdWallet
Get kids set to invest with custodial accounts
Cristina on sharing money values with your children
August
Get In The Groove IG Live
How to get financially fit
Cristina in conversation with @getinthegroove1
May
Financial Planning
The rich link between financial planning and psychology
Cristina on the connection between finance and emotion
March
Forbes
Pro Tips: 4 Tax Return Errors To Avoid With Stock Options, RSUs, And Stock Sales
Stephanie on tracking your cost basis
2021
July
ShoutOut LA
Meet Cristina Livadary, CEO and Financial Life Planner
Cristina defines financial life planning and shares her favorite LA spots
May
The Wall Street Journal
How to talk retirement savings with your spouse
Stephanie and Cristina on avoiding friction in couples’ investing conversations
January
Jenni Kayne Rip & Tan
A comprehensive guide to financial planning in the new year
Cristina and Stephanie on structuring your financial goals
January
Morningstar Podcast
George Kinder: A financial plan needs to be a life plan
Cristina is featured on The Long View
2020
November
Bloomberg
How to plan for your child’s financial future
Cristina joins a panel of financial experts
September
NextAdvisor with TIME
Can credit-building products like Experian Boost improve your credit?
Cristina on expanding access to credit
August
NextAdvisor with TIME
You Can Get a Loan with Bad Credit, but Watch Out for the Risks
Cristina on borrowing with bad credit
May
Jenni Kayne Rip & Tan
The Experts’ Guide to Managing Finances Through Crisis & Beyond
Cristina and Stephanie on financial wellness through uncertainty
March
Financial Planning
Responding to COVID-19
Cristina on how planners can help clients through the crisis
2019
November
That’s So Retrograde Podcast
Episode 227: Talking financial wellness
Stephanie and Cristina on bringing money into your wellness routine
November
LAtfUSA
Mana FLD mention
Mana is mentioned in an LAtfUSA article
October
Minority Money Podcast
What school never taught you about money
Cristina and Stephanie on simplifying financial planning
September
Citywire USA
Women in Wealth: Cristina Behrens Livadary
Cristina on surfing the waves of wealth to launch her own firm
August
Zen Money Monday Podcast
Episode 18: Wealth Planning & Biz Building
Cristina and Stephanie on why they started Mana
April
Ikigai Stories Podcast
Rational Right Brain 2
Cristina on what “Mana” means and her path to compassionate finance
2018
November
Jenni Kayne Rip & Tan
Managing your money with less anxiety
Stephanie and Cristina on crisis mitigation
October
The Advice Movement Podcast
Episode 23: Cristina and Stephanie
Two months into Mana, the co-founders share how their friendship began
September
CNN
CNN Wealth Coach
Stephanie on protecting your investments against inflation
Speaking and workshops
Conference talks, community workshops, and corporate seminars on money, meaning, and planning.
August 2024
BLX Internship Program
Featured summer speakers. Cristina and Stephanie shared their career paths and advice with interns.
February 2022
General Assembly
Understanding money and relationships. An event with BBXX to help participants talk about money with the people they love.
October 2020
Mamas Talk Money
Personal Finance Summit. Stephanie and Cristina answered questions from over 200 mothers.
June 2020
Women in Music
Building financial wellness. A workshop helping participants identify and share their money stories.
April 2020
CalCPA Women’s Leadership Forum
Identifying your money story. Practical tools for anyone, regardless of income or circumstance.
November 2019
Covenant House California
Financial empowerment. Cristina and Stephanie shared advice with youth at Covenant House.
September 2019
XYPN Live!
Conversation with George Kinder. Cristina joined her mentor on stage in front of hundreds of financial planners.
August 2019
Ready to Succeed
Finding meaning in money. Cristina hosted a conversation with college students and recent grads.
May 2019
Deloitte Digital
Discover your money mindset. A workshop for Heat at Deloitte Digital on building a more intentional relationship with money.
April 2019
PwC
The road to scalability. Cristina spoke on a panel about entrepreneurship and building a firm from the ground up.
October 2018
NAPFA Fall Conference
A new generation of financial advice. A presentation to the National Association of Personal Financial Advisors.
Bring a workshop to your team
Contact us to learn more about our Corporate Wellness Workshops.
Working on a story?
Reach our team at hello@manafld.com for interviews, quotes, and speaking requests.
The first conversation is free. And different.
20 minutes. No pitch.
Just an honest look at whether we’re the right fit.