Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephanie Charlene Bucko

Mana Financial Life Design

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephanie? Claim Your Profile

About Stephanie Charlene Bucko

Stephanie Bucko is a financial advisor with Mana Financial Life Design. Stephanie has been in the financial industry since 2010 and is registered in California, New York, and Texas. Stephanie holds the Chartered Financial Analyst designation. Stephanie is also the Chief Information Officer of Mana Management Partners dba Mana Money School, a financial education course provider.

Firm Information

Stephanie Bucko 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephanie Bucko’s Registration & Firm History

CA

08/15/2019 - Present

Mana Financial Life Design (GLENDALE CA)

Not sure if Stephanie Charlene Bucko is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephanie Charlene Bucko.
Not sure if Stephanie Charlene Bucko is right for you?