Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Lynn Gerlings is a Certified Financial Planner® and an Investment Advisor Representative with Mana Financial Life Design. Janet has over 18 years of experience in the financial industry. Janet specializes in financial planning, retirement planning, investment management, and college savings planning. Janet is committed to helping her clients achieve their financial goals and dreams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
06/16/2023 - Present
Mana Financial Life Design (GLENDALE CA)
Active
Inactive
Not sure Janet Gerlings is the right advisor for you? Invested Better is here to help.
