Client Advisory

Biography

Manya is an Associate in Cerity Partners’ Silicon Valley (San Jose) office and a member of the Wealth Management team. She works with clients and advisors to assess clients’ financial circumstances, identify planning needs, and help develop strategies that support their short- and long-term financial goals. Her role spans financial analysis, relationship management, and the delivery of tailored wealth management solutions.

Education

  • B.S. in Finance from California State University, Long Beach
  • M.S. in Finance from University of California, Irvine

Highlights

  • Series 65

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