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Janika D
Series 65
Westlake Village, CA
Manchester Financial Inc
Janika Domingo is a financial advisor at Manchester Financial Inc with a Series 65 designation and four years of industry experience. She has worked at Manchester Financial since 2020 and previously held roles at Urban Wealth Management and California State University, Northridge. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm uses individualized client profiles and multiple asset-allocation models to manage investments across various asset classes, employing both long- and short-term strategies where appropriate.
Laura N
CFP®, Series 66
Westlake Village, CA
Manchester Financial Inc
Laura Navarro is a CFP® with 24 years of industry experience and has been with Manchester Financial Inc since 2015. She holds the Series 66 designation and also works as an independent licensed insurance agent specializing in life, health, and variable insurance products. Manchester Financial is a team of 11 advisors providing portfolio management, financial planning, and 1031 exchange consulting to a range of clients including individuals, high-net-worth clients, and organizations. The firm employs individualized asset-allocation strategies and manages accounts primarily on a discretionary basis using model allocations, combining long-term diversification with occasional short-term trading.
Seth C
CFP®, Series 65
Westlake Village, CA
Manchester Financial Inc
Seth Catanese is a CFP® with eight years of industry experience, currently serving as an advisor at Manchester Financial Inc since 2015. He holds the Series 65 designation and is based in Westlake Village, CA. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm employs individualized asset allocation models and discretionary management across various investment types, continuously monitoring accounts and utilizing technology to manage participant-level retirement accounts without taking custody.
Mario V
Series 66
Westlake Village, CA
Manchester Financial Inc
Mario Valverde is a financial advisor at Manchester Financial Inc with six years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC and Green Financial Services. Outside of his advisory role, he is an independent licensed insurance agent specializing in life, health, and accident insurance. Manchester Financial provides portfolio management, financial planning, and specialized consulting services to individuals, high-net-worth clients, retirement plans, and other entities. The firm focuses on individualized asset allocation strategies, discretionary account management, and offers unique services such as 1031 exchange consulting and participant-level retirement account management through a third-party platform.
Scott W
Series 63, Series 65
Westlake Village, CA
Manchester Financial Inc
Scott Whitney is a financial advisor at Manchester Financial Inc in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Manchester Financial since 2017 and previously spent 17 years at Harold Davidson & Associates, Inc. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs individualized asset allocation models and discretionary management across various investment types, continuously monitoring accounts and utilizing the Pontera platform to manage participant-level retirement accounts without taking custody.
Franklin W
Series 63, Series 65, Series 66
Westlake Village, CA
Manchester Financial Inc
Franklin Whitehouse is a financial advisor at Manchester Financial Inc with seven years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Manchester Financial in 2020, he worked at Gladstone Wealth Group and One Capital Management, LLC. Manchester Financial provides portfolio management, financial planning, and 1031 exchange consulting to a range of clients including individuals, high-net-worth clients, retirement plans, corporations, and trusts. The firm typically manages accounts on a discretionary basis using model allocations and combines long-term diversification with occasional short-term trading.
Steven S
Series 66
Westlake Village, CA
Manchester Financial Inc
Steven Scott is a Series 66-licensed financial advisor with 13 years of industry experience, currently serving at Manchester Financial Inc since 2014. He is also an independent licensed insurance agent specializing in life, health, and accident insurance. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm uses individualized client profiles and multiple asset-allocation models to manage diverse investment portfolios, employing both long- and short-term strategies as appropriate.
Mark W
Series 63, Series 65
Westlake Village, CA
Manchester Financial Inc
Mark Weiderman is a financial advisor at Manchester Financial Inc with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Manchester Financial since 2015. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm uses individualized client profiles and various asset-allocation models to manage portfolios across a range of investments, employing both long- and short-term strategies where appropriate.
Steven R
Series 63, Series 66
Westlake Village, CA
Manchester Financial Inc
Steven Rezzelle is a financial advisor at Manchester Financial Inc with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments, Securities America, Inc., and Hefren Tillotson, Inc. In addition to his advisory role, he is an independent licensed insurance agent specializing in life, health, and accident insurance. Manchester Financial provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, corporations, and trusts. The firm uses individualized asset-allocation strategies, typically managing accounts on a discretionary basis with a combination of long-term diversification and occasional short-term trading.
Robert K
Westlake Village, CA
Manchester Financial Inc
Robert Katch is a financial advisor at Manchester Financial Inc with 35 years of industry experience. He has been with Manchester Financial since 1990. Manchester Financial provides portfolio management, comprehensive financial planning, and limited consulting to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm uses individualized client profiles and various asset-allocation models, employing discretionary authority for day-to-day management across multiple asset classes while continuously monitoring accounts.
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