(805)415-2287jimcmanuel@hotmail.com

Jim C. Manuel

Wealth Advisor

 

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Jim C. Manuel is a Certified Financial Educator and has 25 years of experience in the area of retirement planning. He has helped many families successfully reach their retirement goals. Jim teaches classes on wealth creation at numerous colleges across the state. In addition to the great depth of information Jim holds in the retirement wealth management field, he also has 30 yeas of experience in the area of estate tax reduction, financial planning and asset maximization techniques. You also may have heard Jim on radio shows throughout the nation as a guest commentator discussing many of the current issues dealing with retirement benefits.

"I really believe that my ability to take concepts and put them into understandable, effective strategies for my clients is my greatest benefit."


Jim C. Manuel
Wealth Advisor

Schedule a free, no-obligation consultation

Whether you have been building wealth for years or are just starting out, I'd like to schedule a consultation with you to review your goals and customize a financial plan that is unique to your situation.

Phone: (805)415-2287

Email: jimcmanuel@hotmail.com




KEVIN NUBER

Personal Wealth Coach


For the last 10 years, Kevin has coached over 3,000 financial professionals on how to implement proven wealth strategies for their clients. He’s developed close to 2,500 strategies for individuals and families with a focus on increasing their personal wealth. And over $100.3 million dollars have been put into those accounts.





JORDAN ARIAS

Personal Wealth Coach


Jordan has been in the financial industry for over 10 years and has coached over 2,000 financial professionals nationwide on proven wealth strategies. He currently serves as a personal consultant for four of the top financial advisors in the entire country; advising them on what strategies need to be implemented that are in the best interest of their clients. Over $90 million have been put into these wealth accounts.





BRIAN MANDERSCHEID

Advanced Markets Strategist


Working with over 1,500 financial advisors, Brian develops and recommends financial strategies that are in the best interest of their clients. With a specialty in advanced markets and wealth-building, he analyzes the needs and goals of individuals and families and provides easy-to-understand, vibrant illustrations of where they currently are versus where they can be if implemented correctly.