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Seth C. Email & Phone Number

Wealth l Retirement Strategist at Manchester Financial
Location: Westlake Village, California, United States 2 work roles 4 schools
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Current company
Role
Wealth l Retirement Strategist
Location
Westlake Village, California, United States
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Who is Seth C.? Overview

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Quick answer

Seth C. is listed as Wealth l Retirement Strategist at Manchester Financial, a with 22 employees, based in Westlake Village, California, United States. AeroLeads shows a matched LinkedIn profile for Seth C..

Seth C. previously worked as Financial Advisor - CFP® Professional at Manchester Financial and Research Analyst at Waddell & Reed. Seth C. holds Certificate Financial Planning, Financial Planning And Services from College For Financial Planning.

Company email context

Email format at Manchester Financial

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Manchester Financial

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Profile bio

About Seth C.

Seth Catanese is a CFP® professional and Wealth Strategist. Specializing in helping people create customized goal based retirement plans and investment allocations through personal relationships.

Current workplace

Seth C.'s current company

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Manchester Financial
Manchester Financial
Wealth l Retirement Strategist
san diego, california, united states
Employees
22
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2 roles

Seth C. work experience

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Financial Advisor - Cfp® Professional

Current

Westlake Village

My job is to help my clients change the way they look at their personal finances.I do this by:- Moving capital from where it is, to where it needs to be- Creating, implementing, and monitoring customized goal based retirement plans- Helping create an understanding the financial markets and tax efficient strategies

May 2015 - Present
Team & coworkers

Colleagues at Manchester Financial

Other employees you can reach at manchesterfinancial.com. View company contacts for 22 employees →

4 education records

Seth C. education

Certificate Financial Planning, Financial Planning And Services

Activities and Societies: CERTIFIED FINANCIAL PLANNER™ Certification 2021

Bachelors Of Science In Business Administration, Finance, General

Activities and Societies: President of Lacrosse Club, VP of Sigma Chi Fraternity

FAQ

Frequently asked questions about Seth C.

Quick answers generated from the profile data available on this page.

What company does Seth C. work for?

Seth C. works for Manchester Financial.

What is Seth C.'s role at Manchester Financial?

Seth C. is listed as Wealth l Retirement Strategist at Manchester Financial.

Where is Seth C. based?

Seth C. is based in Westlake Village, California, United States while working with Manchester Financial.

What companies has Seth C. worked for?

Seth C. has worked for Manchester Financial and Waddell & Reed.

Who are Seth C.'s colleagues at Manchester Financial?

Seth C.'s colleagues at Manchester Financial include John Bossler, Laura Navarro, Cfp®, Cdfa®, Rich Montello, Tracy Huffman, and Mario A Valverde.

How can I contact Seth C.?

You can use AeroLeads to view verified contact signals for Seth C. at Manchester Financial, including work email, phone, and LinkedIn data when available.

What schools did Seth C. attend?

Seth C. holds Certificate Financial Planning, Financial Planning And Services from College For Financial Planning.

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