Ted Manzanares
Financial Planner
- Role
- Financial Professional at Prudential Advisors
- Location
- Englewood, CO, US
- LinkedIn followers
- 500 followers
About Ted Manzanares
Life is constantly in motion. Because of the constant movement, financial decisions can…
Experience
Financial Professional
Mar 2020 — Present · ENGLEWOOD, CO, US
Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on strategies for the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors, and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients adjust due to our ever-changing environment.
Education
University of Colorado at Denver
Master of Business Administration (MBA)
1990 — 1993
University of Colorado at Denver
Bachelor of Science (B.S.)
1984 — 1988
Skills
- Management
- Analysis
- Estate Conservation Strategies
- Business Planning
- Strategy
- Insurance
- Product Marketing
- Financial Services
- Program Management
- Disability Insurance
- Long Term Care Insurance
- Small Business
- Leadership
- Investments
- Retirement
- Term Life Insurance
- Risk Management
- Marketing
- Employee Benefits
- 401k
- Long-Term Care
- Life Insurance
- Fixed Annuities
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