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Thomas J. Manetta, MSFA | Financial Advisor

Profile img for Thomas J. Manetta, financial advisor at Manetta Wealth Management
San Francisco, CA
Thomas J. Manetta, MSFA
Financial Advisor
CEO & Wealth Advisor at
Manetta Wealth Management

Verified Identity

Important Disclosures

Specialties and Expertise

4
Ultra High Net Worth Planning
Tax Minimization Investment Strategies
Portfolio Construction
Succession Planning

Clientele

5
Business Owners
Tech Employees
High Net Worth Individuals
Wealthy Families
Ultra High Net Worth Individuals

Credentials and Designations

2
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Series 7 - General Securities Representative Exam

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Series 66 - Uniform Combined State Law Exam

Education

3
University of San FranciscoMasters of Science in Financial Analysis, MSFAYear Obtained: 2012
University of California, BerkeleyCertified Financial Planning Curriculum for CFPYear Obtained: 2009
University of PittsburghBachelor of Arts, Honors College in PhilosophyYear Obtained: 1992

Job History

8
Manetta Wealth ManagementCEO & Owner2024-Present
Perigon Wealth ManagementPrivate Wealth Advisor2016-2024
Anthem Wealth PartnersCEO & Founder2012-2016
Oppenheimer & CoDirector of Investments2011-2012
Charles SchwabVP - Financial Consultant2008-2011
Wells FargoVP - Financial Advisor2006-2008
Morgan Stanley VP - Financial Consultant2004-2006
Pacific Stock and Options ExchangeInstitutional Floor Broker1993-2004
Quick Facts About Thomas J.
Years of Experience:31 yearsMember since:2023

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Pricing Models

AUM

Proof of License

SEC Profile
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San Francisco, CA
Thomas J. Manetta, MSFA
Financial Advisor
CEO & Wealth Advisor at
Manetta Wealth Management
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