Manchester Financial Inc logo

Manchester Financial Inc

Updated today

Client AUM

$1,024,836,446

Clients

1,018

Advisors

11

across 2 offices

About

Manchester Financial provides portfolio management, financial planning, limited consulting, and 1031 exchange consulting to individuals, high‑net‑worth clients, retirement plans, corporations, trusts, and other organizations. The firm also offers management of participant‑level retirement ("held‑away") accounts via a third‑party platform (Pontera) and may refer clients to separately managed accounts or private offerings.

Manchester Financial builds individualized asset‑allocation strategies and typically manages accounts on a discretionary basis, using model allocations and a combination of long‑term diversification with occasional short‑term trading. The firm charges percentage‑of‑AUM advisory fees and may permit borrowing (margin) on a rare, case‑by‑case basis or place assets with SMAs when deemed appropriate.

Distinctive features include an affiliated insurance agency that earns commission‑based compensation for insurance products and the potential to receive performance‑based fees when qualified clients invest in private offerings or pooled funds associated with firm principals. The firm also provides DST‑focused 1031 exchange consulting and uses the Pontera platform to link and rebalance held‑away participant accounts, practices that are less common among similar team‑style advisers.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Consulting services

Expertise

Real estate investing Private / alternative investments

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees charged for 1031 exchange consulting services based on scope, size and complexity

Percentage

Up to 1.25% annually

Commissions

Commission-based compensation from insurance products purchased through the firm, separate from advisory fees

Project-based

$250 to $500 per hour depending on consulting services and complexity

Performance-based

Performance-based fees may be charged for certain private offerings as disclosed in offering materials

Other

Account minimum: $500,000

Main office

See office

2815 Townsgate Road, Suite 100

Westlake Village CA 91361

Advisors at this office

10

Most active in

Arizona · California · Colorado · Florida · Idaho · Nevada · New Hampshire · New York · North Carolina · Oregon · Tennessee · Texas · Utah · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Real estate investing Private / alternative investments
user avatar

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.

Real estate investing Private / alternative investments
user avatar

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.

Real estate investing Private / alternative investments
user avatar

Alan H

Series 63

Fernandina Beach, FL

Manchester Financial Inc

Alan Hopkins is a financial advisor at Manchester Financial Inc with 28 years of industry experience. He holds a Series 63 designation and has been with Manchester Financial since 1995. In addition to his advisory role, he owns Hopkins Consulting Florida LLC, where he provides business consulting services focused on company growth. Manchester Financial offers 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, including stocks, bonds, ETFs, structured products, and private/alternative investments.

Real estate investing Private / alternative investments
user avatar

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.

Real estate investing Private / alternative investments
user avatar

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.

Real estate investing Private / alternative investments
user avatar

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.

Real estate investing Private / alternative investments
user avatar

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.

Real estate investing Private / alternative investments
user avatar

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.

Real estate investing Private / alternative investments
user avatar

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.

Real estate investing Private / alternative investments
user avatar

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.

Real estate investing Private / alternative investments
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)