Broker Check
Francis Matthew  Manella, CFP®, CKA, CSRIC, AEP

Francis Matthew Manella, CFP®, CKA, CSRIC, AEP

Virtual Planner | eMoney

I have over 20 years of experience focusing on financial planning, advisor training, and leading business initiatives at dynamic companies encompassing the Financial Services industry. In my career as a CERTIFIED FINANCIAL PLANNER TM (CFP®), I have delivered hundreds of custom financial plans for clients from all walks of life.

I am a Gordon College graduate with a degree in Theology and a minor in Biology. During my time there, I had the opportunity to study abroad in Borneo, China, the Middle East, and the Caribbean as part of my international studies. My wife and I are proud parents of our adventurous and trailblazing son and his triplet siblings. When I'm not financial planning, you will find me at a youth soccer sideline, at the Jersey shore, or somewhere in the great outdoors. Matt has over 20 years of experience focusing on financial planning, advisor training, and leading business initiatives at dynamic companies encompassing the Financial Services industry. In his career as a CERTIFIED FINANCIAL PLANNER TM (CFP®), he has delivered hundreds of custom financial plans for clients from all walks of life.

My Qualifications:

FINRA Series 7, 66, 9, and 10 licensed as a registered representative and principal Insurance licensed

Certified Kingdom Advisor (CKA) designation focusing on faith-based planning

Chartered SRI Counselor (CSRIC) designation focusing on environmental, social, and governance (ESG) values-based investment planning

Accredited Estate Planner (AEP) designation focusing on collaboration within the advisor community (attorney, accountant, fiduciaries)