Jim C. Manuel, CFEd®
Jim C. Manuel CFEd®, Fiduciary Wealth Manager is a Financial Advisor and has over 35 years of experience in the area of estate tax reduction, financial planning and asset maximization techniques. Mr. Manuel teaches retirement planning workshops for Fortune 500 Companies and city, county and state agencies. He is a seminar-lecturing speaker to accounting firms, tax law study groups and investment associations throughout the nation. Mr. Manuel conducts Continuing Education classes for the Probate and Estate Planning section of the California Bar. He also is approved by the State Department of Nursing to conduct classes on Medi-Cal/Medicaid programs at hospitals. Jim teaches financial planning and estate tax reduction classes at several colleges in California.
Jim’s expertise and experience is derived from a combined knowledge of investment, insurance and tax laws, and his background gives him a unique edge on viewing insurance and estate planning from an investment perspective. Jim was accepted by the Certified Financial Educator Designation (CFEd®). This designation was given to Mr. Manuel by the Heartland Institute, in conjunction with colleges and universities who provide nation-wide education courses to help workers better manage their personal finances and company benefits.
Jim holds several licenses and certifications, which include Medi-Cal Eligibility Planner, Registered Principal/FINRA Series 24,8,7,10,15,63,30,31 65; Department of Insurance – Life and Variable Annuity and Real Estate Broker specializing in 1031 tax-free exchanges. Jim is also recognized by SHRM to offer Professional Development credits for Certification and Recertification for Human Resource Officers for Corporations.
LICENSES & ACCREDITATIONS
- Certified Financial Educator Designation (CFEd®)
- Medi-Cal Eligibility Planner
- Registered Principal
- Life, Accident & Health Licensed
- Annuity & Long Term Care Licensed
- Real Estate Broker
AREAS OF EXPERTISE
- Financial Retirement Planning
- Estate Tax Reduction
- Asset Maximization
- Wealth Protection
- Annuity Specialist