Building a successful legacy is possible with intentional planning
Create trust and unity by preparing the next generation to lead well
No one sets out to create a legacy that destroys their families relationships
We show families how to thrive instead of divide by leveraging their unique differences
Exclusivity
My clients require personalized and customized service and advice beyond standardized solutions.
As a highly-credentialed financial advisor, I'm dedicated to meeting the evolving needs of my clients. Your time is valuable, and you deserve a personalized approach that goes beyond generic advice. I carefully interview prospective clients to ensure that we're the mutual fit for each other. My priority is building long-term relationships that extend across generations, so you can create a lasting legacy for your loved ones. Let's explore how we can achieve your goals together.
Talent
Not all advice is created equal.
Titles alone do not reflect the depth of knowledge, experience, or fiduciary responsibility behind the advice you receive. With more than 22 years of experience as a Certified Financial Planner™ professional, I combine comprehensive financial planning with institutional-level investment research. Working alongside Chartered Financial Analysts® and specialized investment committees, every recommendation is built on disciplined analysis, thoughtful planning, and your long-term goals.
Fiduciaries
Advice centered on you. Always.
A financial plan is only valuable when recommendations are made with your best interests in mind. As a fiduciary, I am committed to providing objective guidance tailored to your unique goals and circumstances. From investment management, retirement planning, tax strategies, estate planning, and major financial decisions, I provide comprehensive advice designed to help you build and preserve lasting wealth. Your success is the measure of mine. My goal is to help you make confident financial decisions that support the life you want to build.
Team Based Solutions
One trusted advisor. An entire team behind you.
When you work with me, you gain more than a financial planner. You gain access to a collaborative network of experienced professionals who help evaluate investments, taxes, estate planning, business strategies, and risk management. Together, we deliver comprehensive solutions designed to help you make confident financial decisions.
My Commitment
I commit to working in the following ways to best support you:
Understanding and minimization of your family’s financial risk exposure
Timely advice on tax, investment, and economic data that is meaningful to your personal situation
A strategic plan to meet your goals
Coordination and recommendation of other experts such as insurance agents, attorneys, and CPAs to ensure a working relationship that holistically maximizes financial decisions
Clear and concise financial goals and objectives
Ongoing active portfolio management and independent reporting
Mutual accountability to achieve your goals
A personal financial portal that consolidates all of your internal and external accounts in one easy place
Concierge level service
Already A Client?
Here's Access to What You Need
Wealth View is our client web portal that provides you with a comprehensive view of your financial landscape. Login below with your login credentials.
Charles Schwab client site contains: Current balances, trade confirmations, a list of all current holdings, and account transaction history.
How to Connect Accounts in Wealth View
Step 1: Once logged in, from your home page you will see all accounts listed by cash, credit cards, loans etc. – as shown below. You can click on accounts as shown in blue to see all accounts listed. Or you can click on the >’s to see each individual account. You can also click on the +Add button to add any new accounts.
Step 2: If you want to add new accounts click on the +Add button as shown above. You should then see this
Step 3: Click on “I have an online login to this account.”
Step 4: Once you click on that you should then be allowed to search the institution as shown below.
Step 5: Type in the institution’s name and click search.
Step 6: Once you hit search it will give you a list of options to choose from as shown below.
Step 7: Once you click on the one you want you will enter in your personal username and password for that account. Then connect.
Remember, if you don’t have login information for an account, you can always hit “I don’t have an online login for this account”. This will allow you the option of entering in the account manually.
If you have any problems or questions feel free to call Christina Mangino at 702-806-6720 or by email at [email protected] and she will be more than happy to help!
Office Address
5940 S Rainbow Blvd Las Vegas, NV 89118
Phone
702-806-6720
Virtual Meeting
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