MANNING WEALTH MANAGEMENT - Key Persons
Job Titles:
- SENIOR CLIENT SERVICE ASSOCIATE
The Manning Companies are pleased to welcome Cammy E. Hunter-Perez to our Manning Wealth Management Team as a Senior Client Service Associate.
Cammy Hunter has 20 years of experience in the insurance and financial services industry. She has been a member of The Manning Companies since July 2023. As a member of the team, she coordinates client relationships between the Irvine, CA office and the San Diego, CA office. She helps facilitate the opening and maintenance of individual and retirement accounts. As a member of the Operations team, she helps facilitate the opening of new accounts and ongoing account management.
She was born in Fresno, CA, and has resided in South Orange County for 27 years. She is an avid sports fan including baseball, hockey, and tennis. She enjoys watching Angel baseball games, baking delicious desserts, traveling, volunteer work, and spending time with her friends and family.
Denise has been with the Manning Companies as a client services associate for retirement solutions since 2022. A local to San Diego and an SDSU graduate, Denise enjoys spending time in nature with her pets, tending to her plants and garden, cooking, collecting vinyl records, and giving back to her local Latinx community.
Job Titles:
- Office and Marketing Coordinator
Elizabeth has been with The Manning Companies since 2020 and is responsible for making sure the office runs efficiently and smoothly. As a result, her many responsibilities include client and advisor communications and scheduling, marketing management, and acting as the primary tech liaison. She is from Modesto, California, and moved down to San Diego in 2014 where she now resides in BayHo. She enjoys traveling, playing piano, relaxing at Kate O. Sessions Park with a better buzz Coffee in hand, and being a mixologist for friends and family.
Heather has more than 21 years of experience in the insurance and financial services industry, is securities registered and insurance licensed, and is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®. She is also an Accredited Investment Fiduciary® (AIF®) and holds the Certified in Long-Term Care® (CLTC®) designation, which focuses on the profession of long-term care planning.
Heather is an analytical and driven financial professional who builds strong, trusted relationships with the clients she serves. She is dedicated to helping people create plans to secure their financial and retirement goals and works with her clients to implement strategies to work toward their goals and maintain their lifestyles. She is an advocate of not only building wealth but protecting the wealth and legacy of their family.
Heather was born and raised in San Diego and now resides in Scripps Ranch with her husband, two sons, and daughter. Her husband is a U.S. Navy veteran and naval aviator now working in the private sector. She enjoys working out, yoga, snowboarding, outdoor activities, country music, and family time. She speaks Chaldean, a dialect of the Arabic language, and has a BS in business administration with an emphasis in finance from San Diego State University.
Jennifer has been with the Manning Companies since February 2023 as an administrative assistant. She will be assisting the advisors in keeping your portfolio up to date, doing day-to-day tasks with the operations team, and answering phones. Jennifer is from Modesto, California, but after a visit to San Diego, she knew this is where she wanted to reside permanently. She enjoys reading, traveling, and music, especially when it comes to BTS.
Kira has been with The Manning Companies since 2021 beginning as a finance intern, then transitioning to a paraplanner in 2023. She supports advisors in day-to-day financial planning needs including preparation and follow-up on client meetings, data gathering, financial plan and scenario modeling, and presentation development.
Kira is currently pursuing a bachelor of science degree in business administration financial services with a minor in marketing at San Diego State University as a part of the class of 2025. She is the president of the Financial Planning Association on campus, which aims to help others learn more about financial planning.
She is a San Diego native who loves the outdoors and spending time with loved ones. She enjoys going to the gym and trying out local coffee shops. After college, Kira plans to attain a master's degree overseas and become a financial advisor.
Michael is the CEO of The Manning Companies. He has more than 35 years of experience providing financial planning, wealth management, and asset management advice. He has a wealth of knowledge related to proper investment allocation, retirement planning, portfolio management, estate, and income tax minimization, charitable planning, and wealth transfer strategies.
Michael's primary responsibilities include staying current on investment, insurance, and planning strategies; providing counsel to clients and financial advisors at the firm and making sure business operations continue to run smoothly; and keeping an eye on the ever-changing regulatory environment.
Michael Manning is proud to have been recognized as a Chairman's Level advisor for 2022-a distinction based on annual production that places him among the top 4 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth, the broker/dealer-RIA that helps us process investment transactions on your behalf, recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Michael resides in Coronado with his wife, Nancy. He loves to travel, exercise, ride bikes, take his dog Kona on long walks, and spend time with his family and friends.
Job Titles:
- Senior Client Service Associate
Reanna has been with The Manning Companies since 2020 and has worked in the financial industry for five years. As a member of the Operations team, she helps facilitate the opening of new accounts and ongoing account management.
A native San Diegan, Reanna resides in North Park. Reanna loves to travel, spend time with her family, go to the beach, go to brunch, and entertain.
Robert is a San Diego native going into his third year of school at Arizona State University. He is pursuing a bachelor of arts degree in communications and plans to graduate in 2025. Robert is currently a member of the Kappa Sigma fraternity and oversees rush and philanthropy. He enjoys golfing, snowboarding, wakeboarding, and he has a love for all sports.
Roger earned a BS in economics from Arizona State University and an MS in administration from the University of California, Irvine. He has a professional designation from the American College of Chartered Life Underwriter and was active in the formation of the National Institute of Pension Administrators and wrote two of the original exams.
Tina has worked in the financial services industry for more than 20 years. She initially worked at Moody's Investors Service in New York and subsequently worked for an investment bank in Columbus, Ohio. While at those firms, she worked in corporate credit analysis, commercial real estate finance, and affordable housing (LIHTC). Since joining The Manning Companies in 2015, Tina has primarily focused on client relations, adding the role of director of operations in 2020.
She earnedher BA from Smith College and her MA from Columbia University's School of International & Public Affairs. Tina's volunteering efforts include PAWS of Coronado (where she fostered kittens), the Old Globe Theatre, and the Coronado Historical Association.
After many years of living in Coronado, Tina now lives in downtown San Diego. She enjoys spending time with her three adult children, attending live theater and Padres games, and traveling to her hometown of NYC where one of her daughters resides.
Walter has worked as a financial advisor for more than 20 years, specializing as a retirement plan consultant. He is well-versed in retirement plans for small to mid-sized businesses and 403(b) retirement plans for nonprofit organizations. He has earned the Certified Retirement Plan Specialist (CRPS) designation from the American College of Financial Services.