Introduction
My name is Kuruvila Mani and I am the owner of Mani Financial Services located in Austin, TX. As an Investment Adviser Representative with Cetera Investment Advisers LLC. I offer my clients investment, insurance, retirement, estate and business services by utilizing a holistic approach to financial planning.
Credentials
I joined the Financial Services industry in 2004 after a 12-year career in finance, accounting and operations with Xerox in Rochester, Palo Alto, and Austin and a stint with the Federal Reserve Bank in Kansas City. I received a BS in Business Administration from the University of Kansas and an MBA from Washington University in St. Louis. I hold the Series 7 & 66 securities registrations and am State Insurance Licensed in Connecticut, Indiana, Illinois, Kansas, Michigan, Texas and Wisconsin. I have also received the CFP® and ChFC® designations.
Biography
My wife, Julie, and I live in Central Austin. In addition to my two major passions: my family and Kansas Jayhawk basketball, I also volunteer with Capitol Area Council of Scouting America. I am also a frequent donor with the Blood and Tissue Center of Central Texas.
In my spare time, you can find me at our family ranch in Fredericksburg where I am working at restoring the health of the land.