Mana Financial Life Design

Mana FLD offers professional financial advice that empowers you to protect and celebrate your hard earned money. We start with our clients' hopes and dreams: getting an intimate view of their values, attitudes, and feelings towards money and its connection to lifestyle. Next comes smart planning: as we work one-on-one with each client to learn your finances inside and out, resulting in deep knowledge sharing, and ongoing support capable of shifting attitudes and building wealth. The outcome is freedom through partnership: our clients are supported to grow, develop and stand strong through life’s transitions, as we build new strategies for self-awareness and personal identity. Throughout the journey, we help turn clients' dreams and goals into reality.

Stephanie Bucko is a CFA® charterholder with eight years of industry experience. She is a financial advisor at Mana Financial Life Design and has held roles at Mana Management Partners dba Mana Money School since 2018, where she also serves as Chief Information Officer overseeing the distribution of online financial education programs. Prior to this, she worked at FRM Americas LLC (Man Group) for six years among other positions. Mana Financial Life Design serves individual clients, including high-net-worth households, and employer plan sponsors with comprehensive financial life planning and discretionary investment management. The firm employs a goals-based asset allocation approach combined with active portfolio tools and offers educational resources alongside estate planning and employee benefit advice.

Janet Gerlings is a CFP® professional with nine years of industry experience. She currently works at Mana Financial Life Design, where she has been since 2023, and previously spent seven years at Foothills Financial Planning, Inc. Prior to that, she worked at Rufenacht Commodities Inc. for twelve years. Mana Financial Life Design serves individual clients, including high-net-worth households, and employer plan sponsors with comprehensive financial life planning and discretionary investment management. The firm employs a goals-based asset allocation process with a focus on tax management and uses more active portfolio tools such as borrowing and derivatives, alongside client education through newsletters, webinars, and seminars.