Photo from left to right: Michael Privett, Michael Manning and Jane Braun.
Michael Manning, President of Manning Wealth Management, is pleased to announce that Jane Braun has merged her Coronado Wealth Management Group with Manning Wealth Management. Manning Wealth Management is located on the eighth floor of the Mr. A’s building in Banker’s Hill.
Jane transitioned her clients to Manning Wealth Management in November 2011. As a CERTIFIED FINANCIAL PLANNER, Jane specializes in retirement income accumulation and distribution including social security benefit integration, estate planning, and college funding optimization.
Manning Wealth Management is dedicated to providing superior financial planning and wealth management services that create value and deliver results. “We strive to fulfill the unique needs of every client, exceeding expectations throughout the client experience,” said Manning.
Jane is extremely involved in the Coronado Community devoting much of her time to the Rotary Club of Coronado and the students at Coronado High School. “I first met Jane when she marketed her financial planning practice with the tagline, “A mother of five knows what it means to be a financial advisor.”
Well known in Coronado for her passion in working with families, Jane has relationships with multi-generations and families in articulating financial goals as well as helping clients define their legacy planning and charitable intent,” Manning said.
Independent Financial Advisers are required to affiliate with a broker/dealer to process investment transactions on the client’s behalf. Jane’s new partner is Commonwealth Financial Network.
Commonwealth Financial Network® is ranked “Highest in Independent Advisor Satisfaction among Financial Investment Firms” in the 2010 U.S. Financial Advisor Satisfaction StudySM by J.D. Power and Associates. This is the first year the study has been segmented to include independent advisor satisfaction.
The Financial Consultants of Manning Wealth Management, Inc. are registered representatives and investment adviser representatives of and offer securities through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. They also offer advisory services as investment adviser representatives of Manning Wealth Management, Inc., which are separate and unrelated to Commonwealth. Manning Wealth Management, 2550 Fifth Ave, Suite 800, San Diego, CA 92103 (619)-237-9977.
Commonwealth Financial Network received the highest numerical score in the independent advisor segment in the proprietary J.D. Power and Associates 2010 Financial Advisor Satisfaction StudySM. Study based on 2,863 total responses and measures overall financial advisor satisfaction among advisors registered with the Financial Industry Regulatory Authority (FINRA) investment firms. Proprietary study results are based on experiences and perceptions of financial advisors surveyed in FebruaryJune and JulyAugust, 2010. Your experiences may vary. Visit jdpower.com.
