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Janet Lynn Gerlings

Mana Financial Life Design

Glendale, CA

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Current Employers
Mana Financial Life Design

Glendale, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-06-16
  • CA RA
    APPROVED
    Since 2023-06-16

Branch Locations

Glendale, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foothills Financial Planning, Inc. Phoenix AZ 11/2016 05/2023
N/A N/A XX 08/2016 10/2016
Mana Financial Life Design Glendale CA 05/2023 Present
  • 11/2016 → 05/2023
    Foothills Financial Planning, Inc.
    Phoenix, AZ
  • 08/2016 → 10/2016
    N/A
    N/A, XX
  • 05/2023 → Present
    Mana Financial Life Design
    Glendale, CA
Previous Registrations
  • 2016-11-09 → 2023-05-11
    Foothills Financial Planning & Wealth Management, Llc
    Phoenix, AZ
Designations

View on SEC IAPD

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