Silvia Manent (CFA, CFP®)
Silvia Manent focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Alternative or Private Investments
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
Planning Specialties
Financial planning, education planning, risk management, insurance, investments, tax planning, retirement planning, and estate planning.NAPFA Start Date
July 21, 2021