It all started with a wild dream...to build deep client relationships, to change attitudes towards spending, to democratize financial advice...
And now we're living it at Mana!
CEO & Co-founder
Cristina is a Certified Financial Planner® and Registered Life Planner®. Formerly she led sales and consulting efforts as a Regional Director for Russell Investments, one of the world’s largest institutional investment consultants. In this role she worked for the Advisor and Intermediary Services division in both Southern California and Hawaiian markets. Cristina has consulted for and worked with over 10,000 financial advisors. After years of experience in the industry she grew dissatisfied with the wide disparities in knowledge, empathy, and skill within the advisor population. Today, she believes that even greater success can be achieved by solving issues holistically - with individuals and their families. Cristina designed her own life plan and has transitioned to her dream career as a financial life planner who does everything in her power to positively impact the lives of her clients. When she’s not hard at work, you can find Cristina in the great outdoors. She is passionate about surfing and adventuring around the world.
What Mana means to Cristina...
Mana is having the courage to choose a vibrant life, filled with passion and lots of Aloha.
Why plan with her?
CFP® professional: Just about anyone can use the title “financial planner”, but Cristina is a CFP® professional. Only those who fulfill the CFP Board's rigorous ethical, educational, and professional requirements hold this designation.
Registered Life Planner®: Cristina is a graduate of the Kinder Institute RLP® training program. Life Planners help their clients discover and articulate their most essential goals in life, and work with them to cultivate the financial conditions necessary to live the life of their dreams.
CIO & Co-founder
Stephanie is a Certified Public Accountant® and Chartered Financial Analyst®. She audited hedge funds in New York City with PricewaterhouseCoopers during the 2008 financial crisis. Following this challenging work, Stephanie joined Man Group, the world’s largest publicly traded hedge fund as a risk manager for six years, handling $15 billion in hedge funds. After years of serving banks, pensions and endowments, Stephanie became interested in bringing institutional quality services to a broader population. In 2016, she left New York City to pursue a career in individual money management where she managed $200 million in assets across equities, bonds, and alternative investments. Stephanie recognized that investment management was only a small piece of the service that individuals truly need in a financial advisor. She decided that clients needed more from their advisors in order to succeed. Through this realization, she partnered with Cristina to bring Mana's vision to life. When Stephanie isn't devouring books on economics and markets, you can find her outside. Her favorite days are spent on the ski slopes or the golf course.
What Mana means to Steph...
Mana is acting with intention, sharing activities with loved ones, and learning everyday.
Why plan with her?
Certified Public Accountant®: As a licensed CPA®, Stephanie is required to complete at least 24 hours of continuing education each year. Stephanie focuses her continuing education on taxation, real estate, business structures, and business management.
Chartered Financial Analyst®: Stephanie holds a CFA charter, which is one of the most respected designations in finance. This charter is widely considered to be the gold standard in the field of investment analysis.