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.
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.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Life Transitions
Budgeting
Investment Planning
Education Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Business Owners
Cash Flow/Budgets/Credit Issue...
Entrepreneurs
Financial Psychology/Coaching
Generation X
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
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.
Cristina Livadary is currently employed as Manager of Mana Management Partners, LLC. Cristina's responsibilities include overseeing distribution of online education program. This activity accounts for approximately 10% of her time.
Name of Other Business: Mana Management Partners dba Mana Money School
Investment Related: No
Nature of Business: Financial Education Courses
Address: 4350 Via Dolce #110 Marina Del Rey CA 90292
Title: CEO (Chief Executive Officer)
Start Date: July 2018
Approximate # of hours per month: 5, 1 during securities trading hours
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®
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
BD
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
BD
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)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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
5
Regulatory assets under management
| Total Number of Accounts | 402 |
| AUM (Assets Under Management) | $ 66,646,864 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
