Charles Mann is a financial advisor with Professional Financial Advisors Inc in San Juan Capistrano, CA, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Professional Financial Advisors Inc since 1983 and is also associated with Independent Financial Group, LLC and NPB Financial Group, LLC. Mann holds officer and director positions at Professional Financial Advisors, Inc and Pacific Corporate Consultants, Inc, the latter providing pension-related services. Professional Financial Advisors, Inc serves individual clients, including high-net-worth individuals and business owners, offering comprehensive financial planning, retirement, estate and tax-focused analyses, portfolio asset management, and ongoing consulting. The firm employs a conservative, allocation-driven investment approach with client-directed, non-discretionary management and integrates tax and accounting expertise within its advisory model.

Maximilian Mann is a CFP® and Series 66 credentialed financial advisor with eight years of industry experience. He is currently affiliated with Professional Financial Advisors Inc and has prior experience at Independent Financial Group, LLC and NPB Financial Group, LLC. Outside of financial advising, Mann is involved in voiceover acting. Professional Financial Advisors, Inc. serves individual clients, including high-net-worth individuals and business owners, offering comprehensive financial planning, retirement, estate, and tax-focused analyses along with portfolio asset management and consulting. The firm employs a conservative, allocation-driven investment approach with client-directed, non-discretionary management and integrates tax and accounting expertise into its advisory model.