Elaine Manley

About Elaine Manley

I became a financial advisor more than three decades ago to help others make the best decisions to achieve their goals and dreams. I believe we all can create the happy and fulfilling life that we want, and I do my best to help others towards that as well.I started my career in 1986 at Waddell & Reed as a financial advisor and was in the top 1% of the company for several years before founding Financial Journey Partners in 2018. We transitioned to maximize what we could do as a team to help our clients. In 2022, I was honored to be selected by Silicon Valley Business Journal as a “Woman of Influence in Silicon Valley” and the only Wealth Manager chosen in the group.I have a passion for good government and informed voters. I volunteer regularly with League of Women voters, my church, and other nonprofits, and I truly enjoy giving back to this amazing community.I love traveling and chocolate, and then combining traveling with the chocolate. I especially love to go on cruises with my husband, Scott, who is my partner in business and life. Our son, Ben Manley, has also joined the team, and now, as a family, we get to spend time together working towards helping others achieve their goals. We have built a wonderful firm to provide our clients the best service and experience to enjoy the advisory services offered through Mutual Advisors, LLC DBA Financial Journey Partners, a SEC Registered Investment Adviser. Securities offered through Mutual Securities, Inc, Member FINRA/SIPC. Mutual Securities, Inc. and Mutual Advisors, LLC are affiliated companies.Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Experience

1. Founder and Wealth Manager

   Financial Journey Partners

   Jul 2018 — Present · San Jose, CA, US

   I founded Financial Journey Partners to provide a select group of successful professionals, business owners, and retirees with a trusted Wealth Management team, state-of-the-art technology, and an enjoyable process to help them make smart financial choices.Since 1986, I have had the privilege of helping well over one thousand individuals and families. We use a consultative process to understand clients\' deepest values and goals and customize recommendations to address their unique needs and aspirations beyond actively managing their investments.Our clients have typically won the game, and now it is a matter of preserving what they have so they can focus on what matters most to them. Together with my team at FJP, we guide our clients to address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and optimizing their charitable giving.We are passionate about caring for our clients and helping them make smart decisions and align their money with their goals so they can enjoy the journey.Our business is growing. Learn more at financialjourney.com and schedule an initial complimentary consultation.

Education

• Kettering University

  Bachelor's degree, Industrial Administration and Finance

  1978 — 1983