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Maria Cristina palanca Livadary

Mana Financial Life Design

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About Maria Cristina palanca Livadary

Maria Livadary is an investment advisor representative associated with Mana Financial Life Design. Cristina has been in the industry since 2006 and holds the Series 7, Series 66, and SIE licenses. Maria is also a Certified Financial Planner and has experience working with high-net-worth individuals, pension and profit-sharing plans, individuals, and corporations. Cristina is currently also a CEO of Mana Management Partners, LLC dba Mana Money School, a financial education company.

Firm Information

Maria Livadary is currently registered with Mana Financial Life Design. Mana Financial Life Design is an investment advisor with 3 investment adviser representatives and a total of 398 accounts under management. The firm provides financial planning, pension consulting, and educational seminars. They also offer portfolio management for individuals and publication of periodicals. Mana Financial Life Design primarily serves high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals. They have approximately $54,552,957 in regulatory assets under management.

$54.55M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Maria Livadary’s Registration & Firm History

CA

08/15/2019 - Present

Mana Financial Life Design (GLENDALE CA)

WA

04/30/2008 - 07/30/2018

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (SEATTLE WA)

NJ

08/17/2006 - 04/28/2008

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 09/22/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maria Cristina palanca Livadary.
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