Andrew J Manier, CFP

08/14/2025

I’m proud to announce I have been named as a Top Next-Gen Wealth Advisor in the state of California! This list, published by Forbes and SHOOK Research, recognizes the top Advisors in each state under the age of 40.

28,226 Advisors applied for this honor. To be recognized is a true testament to the hard work of my team and the commitment of our clients.

According to research from Cerulli Associates, the average age of a Financial Advisor in 2025 is 56, and 40% of advisors are poised to retire within the next ten years. I’m proud our team is leading the way for a new generation of Financial Advisors and continuing to set the standard for excellence.

(Ranking Published 8/6/25. Data as of 3/31/24. No compensation provided for ranking. Licensing fees apply to use Forbes logo)

01/14/2025

The IRS has released new income thresholds for tax brackets and a new standard deduction for 2025. Here are the new numbers and how to use them to calculate the amount of federal tax you may owe.

We look at the new IRS tax brackets for 2025 and explain how the progressive tax brackets work when it comes to your effective tax rate.

07/18/2024

I am thrilled to be named to the Forbes and SHOOK Research list of Top Financial Security Professionals Best-in-State. This prestigious recognition highlights our dedication to our clients and exceptional expertise in the financial services industry.

Read more here: http://spr.ly/6185ib3xt

04/08/2024

Thank you to the LA Times for including me in the annual Banking and Finance Visionaries issue, which highlights top trusted advisors in Los Angeles. Check out the issue and read my profile here!

08/14/2023

I’m honored to be recognized by Forbes as one of the top financial security professionals in California. Thank you to my team and our amazing clients.

Forbes and SHOOK Research have released the third annual ranking of insurance professionals from each state in the country.

04/28/2021

Here's a little inspiration for whoever wants to get more enlightened about their finances. I'm always here to explain any financial concepts you want to understand better.

04/26/2021

A fixed-rate mortgage is a home loan with a rate that stays the same, regardless of interest rate changes. Let’s clear up any confusion you have about financial lingo. Ask me anything.

04/19/2021

Get inspired to learn more about your finances. I’m here to teach you how to make better choices with your money, so you have more time to live your life. Breathe in, breathe out, let’s begin.

04/16/2021

What should parents pass on to their kids? While many focus on the inheritance – values and insights may be even more essential. Our Chief Commercial Officer Aditi Gokhale urges all parents to catch this growing trend.

In the next two decades, we will see the greatest wealth transfer in American history. It is predicted that Baby Boomers will transfer $30 trillion in wealth, mostly to their family members.

09/30/2020

If you’re a small business owner looking to create a financial plan, give us a call.

Many small businesses are struggling to navigate the coronavirus economy. This small business survival guide offers some strategies to help owners weather uncertain times.

09/14/2020

So you can get back to what’s important today.

Once you get a financial plan, it’s important to put your financial plan into action. Here are 4 key things you can do to make it easy to achieve your financial goals.