Cristina Livadary, CFP®, RLP®
Fee-only CFP® for pre-retirees, founders, and multigenerational families.
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Serving Clients Nationwide
Fee-only CFP® for pre-retirees, founders, and multigenerational families.
Areas of Focus
- Cash Flow
- Employee Benefits
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- Giving
- Insurance
- Investment Management
- Money Psychology
- Retirement Planning
- Taxes
About Cristina Livadary, CFP®, RLP®
Hi, I'm Cristina Livadary, CEO & Co-Founder of Mana Financial Life Design. I launched Mana with Stephanie Bucko in 2018 based on the belief that even greater success can be achieved by solving issues holistically - with individuals and their families.I specialize in marrying what matters most (i.e., your values, your intentions) with your income and assets. I will lead you through your Life Design meeting and serve as your go-to for all things life planning related. I am a Certified Financial Planner® and Registered Life Planner®.
Before Mana, I led sales and consulting efforts as a Regional Director with Russell Investments, where I consulted for and worked with over 10,000 financial advisors. After years of experience in the industry, I grew dissatisfied with the wide disparities in knowledge, empathy, and skill within the advisor population. I am a Bucknell University graduate, with a BA in Political Science and Spanish.
Since founding Mana, I have been recognized for my accomplishments within the industry by leading organizations such as Investment News’ 40 under 40 in 2020 and Investopedia’s Top 100 Advisors in 2023.
I am living my own life plan, working in my dream career as a business owner and a financial life planner who does everything in my power to positively impact the lives of my clients. When I’m not hard at work, you can find me in the great outdoors. I am passionate about surfing and adventuring around the world with my family and friends.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Registered Life Planner (RLP)
Affiliations
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
South Pasadena, CA, 91030
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Mana Financial Life Design
Mana Financial Life Design is a fee-only financial life planning firm based in Los Angeles, CA. Clients who choose Mana are treated to a novel, comprehensive and compassionate approach to financial life design.We specialize in advising ambitious professionals who seek financial knowledge and want to implement mindful budgeting, savings, proactive planning and powerful investment strategies. Mana attracts creative, engaged clients who are highly motivated to collaborate with planners for their biggest life decisions. While we are a relatively young company, we have a proven track record of consistent, active growth.
What We Offer
Professional financial advice that empowers you to protect and celebrate your hard earned money.
We start with our clients' hopes and dreams: getting an intimate view of their values, attitudes, and feelings towards money and its connection to lifestyle.
Next comes smart planning: as we work one-on-one with each client to learn your finances inside and out, resulting in deep knowledge sharing, and ongoing support capable of shifting attitudes and building wealth.
The outcome is freedom through partnership: our clients are supported to grow, develop and stand strong through life’s transitions, as we build new strategies for self-awareness and personal identity. Throughout the journey, we help turn clients' dreams and goals into reality.
With knowledge gained through Financial Life Design, you can withstand anything.
Mana offers more than traditional financial advice
Traditional advisors are focused on money first. They identify problems and develop one-time, standardized solutions. Clients are given set instructions to follow, and are expected to communicate important life changes or updates. We find that this process is too time-limited and impersonal, and our offerings fill in the many gaps that traditional advice leaves empty.
Life design goes far beyond traditional advice. At Mana, we focus on the client first, spending time to collaboratively understand your life goals and values. We identify personal desires and find unique solutions to empower and inspire. We prioritize listening over directing, and deeply value client voices in our advisory relationships. With scheduled update meetings and long term communication, we become trusted partners for your life, ensuring that you are continually supported.
We honor each client’s unique personal history and vision of the future. We expect growth and change, and our method is built to celebrate and capitalize on it.
Inspiring the confidence to live your dreams
Mana supports you at every step of your development. As a Mana client you can expect access to a team of professionals who will provide guidance, advice and transactional support throughout the year; when and as required. We will be proactive in our communication with you if we feel there is something new you need to know or do.
Given the choice of living for more, or living for meaning, we are drawn to those who choose the latter...
Education
Bucknell University, Political Science, Spanish
Hobbies and Interests
- Family
- Surfing
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Caregivers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Women’s Finance
- Young Families
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