United States, California, Westlake Village – 06-15-2019 (PRDistribution.com) — Manchester Financial is excited to announce that Jennifer M. Caruso, a planner on their team, has recently earned her Certified Divorce Financial Analyst™ certification. As a CDFA®, Caruso will be able to help guide clients and their lawyers to better understand the financial impact of divorce, and to make a plan for their financial future.
“Jennifer has always been passionate about connecting with clients on a deeper level, and earning her CDFA® will, without a doubt, add value to the lives of Manchester Financial’s clients,” said Robert Katch, president of Manchester Financial.Jennifer Caruso began her long-time career in financial services with Genworth Financial in Richmond, Virginia. She has held various positions in client services, operations, relationship management and retirement planning and brings a diverse wealth management background to Manchester Financial. Jennifer earned a BBA in Finance with an emphasis in Investment Analysis and Portfolio Management from Kennesaw State University.“Jennifer’s ability to guide clients through challenging life transitions was already top-notch,” said Alan Hopkins, Chief Economic Strategist of Manchester Financial. “Earning her CDFA® is a great addition to her skillset.” About Manchester Financial:
Founded in 1990, Manchester Financial provides savvy financial planning and astute portfolio management. Focused on protecting and growing their client’s lifestyles, they seek to always do what is right by meeting the unique needs of each client and consistently delivering superior results through their knowledge, experience and wisdom. Their goal is simple: to make sure that their clients’ decisions are Powered by Planning®. Learn more at www.manchesterfinancial.com.
Manchester Financial is a registered investment advisor. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Consult with a qualified financial advisor and/or tax professional.
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