Ted Manzanares

Financial Planner

Role
Financial Professional at Prudential Advisors
Location
Englewood, CO, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Ted Manzanares

Life is constantly in motion. Because of the constant movement, financial decisions can…

Experience

  1. Financial Professional

    Prudential Advisors

    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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Ted Manzanares — Financial Professional at Prudential Advisors in Englewood, CO, US | Unifers