Kristin Manna
Financial Advisor @Consolidated Planning, Inc.
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WORK HISTORY
Financial Advisor @Consolidated Planning, Inc.
Mount Pleasant, SC, US
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 70••••••07. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.CA License # 44•••91
EDUCATION
Clemson University
Bachelor of Science (B.S.), Mathematics Teacher Education
Boise State University
Master of Education Technology (M.E.T), Educational/Instructional Technology
SKILLS
ABOUT KRISTIN MANNA
I was 18. Sitting in AP Calc. When my teacher, Mr. Nice, put a single number on the board.What $100 a month becomes if you start at 18 versus 30.I was hooked and became obsessed with personal finance, reading all the books I could get my hands on (YouTube wasn’t a thing).So I started. On a teacher\'s salary.I averaged $55k salary over 10 yearsMy networth grew to over $500kI watched friends who made twice as much struggle to grow wealthI realizedThe people who needed Mr. Nice’s lesson weren’t 18 anymore. They were in their 30s and 40s, earning real money, and living full lives, without the time to research what is best.So I left the classroom to finish what he started.I\'m Kristin \"Coach\" Manna — financial advisor with the heart of a teacher. I help high earners stop optimizing for income and start optimizing for the life they actually want.Here\'s how it works:1. We map your complete financial picture: income, assets, liabilities, gaps, all in one place2. We align your cashflow with where you actually want your life to go3. We automate the right decisions so they happen without willpower4. We adjust as your life changesThe results- A family earning $250k from $40k in credit card debt to $40k in savings in one year- A single woman who wanted to give generously but feared for her own security. She now donates $15k a year with complete confidence- A one-income family, 60+ hours a week \"for the money.\" Now 40 hours, real vacations, same financial goals because we aligned money with what they actually valued.Why it works:Most financial plans focus only on numbers.I focus on your life and design the financial strategy around that.When your money aligns with your values, decisions get easier, stress fades, and you finally feel in control of both your present and your future.If you\'ve outgrown basic advice and want something that matches your income levelDM meNot ready yet? Subscribe to my newsletter here on LinkedIn for my perspectives and client stories/COMPLIANCE:20••••37/
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