Maria C. Livadary

MANA FINANCIAL LIFE DESIGN

GLENDALE, CA

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CRD#: 5179231

Professional summary

Maria Cristina Palanca Livadary, CFP®, who also goes by Cristina Palanca Behrens, Cristina Behrens, Cristina Palanca Livadary, Maria Cristina Livadary, is a registered financial advisor currently at MANA FINANCIAL LIFE DESIGN located in Glendale, California.

Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Maria has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Min. Asset: Under $50K

Services Offered

Comprehensive Financial Planning

Tax Planning

Life Transitions

Budgeting

Investment Planning

Education Planning

Employee and Employer Plan Benefits

Specializations

Alternative or Private Investments

Business Owners

Cash Flow/Budgets/Credit Issues

Entrepreneurs

Financial Psychology/Coaching

Generation X

Biography

Cristina is a CERTIFIED FINANCIAL PLANNER®, and Registered Life Planner®, with over 10 years of experience in financial services. Formerly, she led sales and consulting efforts as a Regional Director for Russell Investments, one of the world’s largest institutional investment consultants. In this role, she worked for the Advisor and Intermediary Services division in both Southern California and Hawaiian markets. Cristina has consulted for and worked with over 10,000 financial advisors. After years of experience in the industry, she grew dissatisfied with the wide disparities in knowledge, empathy, and skill within the advisor population. Cristina realized that financial advisory domain knowledge was not enough. In fact, she discovered that even greater success could be achieved by solving issues holistically, with individuals and their families. After this realization, Cristina designed her own life plan, and transitioned to her dream career: a financial life planner who does everything in her power to positively impact the lives of her clients. When she’s not hard at work, you can find Cristina in the great outdoors. She is passionate about surfing, and adventuring around the world.

Aliases

Cristina Palanca Behrens | Cristina Behrens | Cristina Palanca Livadary | Maria Cristina Livadary

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Cristina Palanca Livadary's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

August 21, 2018 - Present

MANA FINANCIAL LIFE DESIGN

RIA

CRD#: 298277

GLENDALE, CA

Past

April 30, 2008 - July 30, 2018

RUSSELL INVESTMENTS

RIA

CRD#: 105734

Marina Del Rey, CA

Past

April 30, 2008 - July 30, 2018

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

CRD#: 21771

SEATTLE, WA

Past

September 25, 2006 - April 28, 2008

LORD, ABBETT & CO. LLC

RIA

CRD#: 110391

JERSEY CITY, NJ

Past

August 17, 2006 - April 28, 2008

LORD ABBETT DISTRIBUTOR LLC

CRD#: 530

JERSEY CITY, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/21/2018)

IAR

New York
(10/6/2021)

IAR

Texas
(8/16/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/22/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/30/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/16/2006

General Securities Representative Examination

Current Firm

MANA FINANCIAL LIFE DESIGN

MANA | MANA FLD | MANA FINANCIAL LIFE DESIGN, LLC | MANA FINANCIAL LIFE DESIGN

CRD#: 298277 / SEC#:

California

Registered Investment Advisory firm - (8/21/2018 Approved)

New York

Registered Investment Advisory firm - (10/6/2021 Approved)

Texas

Registered Investment Advisory firm - (8/15/2019 Conditional Restricted)

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Contact information

Main Address

Glendale, CA

Mailing Address

Phone number

(412) 721-3443

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	402
AUM (Assets Under Management)	$ 66,646,864

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Maria C. Livadary

Professional summary

At a Glance

Services Offered

Specializations

Biography

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maria Cristina Palanca Livadary's CRS (Customer Relationship Summary).

Certified licenses

Experience

RUSSELL INVESTMENTS

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

LORD, ABBETT & CO. LLC

LORD ABBETT DISTRIBUTOR LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/22/2006

SIE

Date: 7/30/2018

Series 7

Date: 8/16/2006

Current Firm

MANA FINANCIAL LIFE DESIGN

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MANA FINANCIAL LIFE DESIGN

TRUST BUT VERIFY

Contact information

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