The Manning Companies Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

At The Manning Companies, we believe wealth is most meaningful when it's connected to purpose.

Honest advice isn't a differentiator. It's a baseline. What matters is having a team that understands the full picture and helps you make decisions that reflect what matters most to you.

We work with business owners, executives, professionals, and nonprofits — providing coordinated, team-based guidance across your financial life. Our work spans a wide range of needs, from investment strategy and risk management to business succession, employer-sponsored retirement plans, and philanthropic giving.

Our approach is shaped not only by knowledge, but by experience. Our advisors have navigated many of the same complexities our clients face, including growing businesses, planning for succession, managing tax exposure, supporting charitable goals, and preparing for generational wealth transfer.

Built on integrity. Guided by purpose. Committed to the relationships that make it all matter.

Locations: San Diego & Irvine, California
Specialties: Wealth Management | Wealth Transfer | Insurance & Risk Management | Philanthropic Planning | Business Succession | Employer-Sponsored Retirement Plans

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. The Manning Companies is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

(619) 237-9977
San Diego office: 401 B St. Suite 2300, San Diego, CA 92101
Irvine office: 16151 Scientific Way, Irvine, CA 92618

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