Episode 18:
Cristina Livadary & Stephanie Bucko
Wealth Planning & Biz Building
August 26, 2019
Episode in a Nutshell:
Liz welcomes to the podcast business partners and friends, Cristina Livadary and Stephanie Bucko. Cristina and Stephanie are the co-founders of Mana Financial Life Design, a financial planning firm that aims to build deep client relationships, change attitudes towards spending, and democratize financial advice. Cristina, Stephanie and Liz talk about the current state of the financial services industry, why they started Mana Financial and how it’s grown over the past year, and how they work with the Zen Money concept in their company. Finally, Cristina and Stephanie speak to the importance of having fun while serving clients to the best of their ability.
Cristina is a Certified Financial Planner® and Registered Life Planner®. 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. Today, she believes that even greater success can be achieved by solving issues holistically - with individuals and their families. Cristina designed her own life plan and has transitioned to her dream career as 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.
Stephanie is a Certified Public Accountant and Chartered Financial Analyst®. She audited hedge funds in New York City with PricewaterhouseCoopers during the 2008 financial crisis. Following this challenging work, Stephanie joined Man Group, the world’s largest publicly traded hedge fund as a risk manager for six years, handling $15 billion in hedge funds. After years of serving banks, pensions and endowments, Stephanie became interested in bringing institutional quality services to a broader population. In 2016, she left New York City to pursue a career in individual money management where she managed $200 million in assets across equities, bonds, and alternative investments. Stephanie recognized that investment management was only a small piece of the service that individuals truly need in a financial advisor. She decided that clients needed more from their advisors in order to succeed. Through this realization, she partnered with Cristina to bring Mana's vision to life. When Stephanie isn't devouring books on economics and markets, you can find her outside. Her favorite days are spent on the ski slopes or the golf course.
You can connect with Cristina & Stephanie directly at Mana Financial Life Design, by emailing them at hello@manafld.com, or checking in with them online here: Facebook and Instagram.
My favorite part of recording a live show every week is the conversation we get to have on social media, with comments posted here, and messages I get from listeners.
This week's question is:
Have you spent any time building your "life plan" when it comes to your investment & financial strategies?
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Check out these resources we discussed in this episode:
#ZenMoneyMap: www.zenmoneymap.com/moneystyle - Learn your Zen Money Financial Archetype and start levering your unique money style to your advantage with quick wins today!