Reesa Manning, Financial Advisor

 

Reesa Manning’s commitment to her career as a financial advisor is based on real-life understanding of the economic curveballs that life can throw, particularly to women.

Formerly founder and president of the Southern California-based, 140-store franchise Penguin’s Frozen Yogurt, Reesa joined Integrated Wealth Management in August 2009 after a twelve-year career with UBS Financial Services, Inc. where she was Vice President-Investments and Retirement Planning Consultant.

Past board member of Women Leaders Forum, Reesa also served as president of the nonprofit, 2,000-member National Council of Jewish Women in Los Angeles and is past president of the Desert Cities Chapter of NAWBO (National Organization of Women Business Owners).

As Vice President & Senior Financial Advisor at Integrated Wealth Management, Reesa helps clients navigate the financial challenges of life’s transitions by tailoring investment strategies to their individual needs.
Reesa’s expertise and interest is in helping couples manage their finances. When one partner passes the other is well prepared to make the transition into flying solo.

 

 

 

INTEGRATED WEALTH MANAGEMENT
Reesa Manning

Integrated Wealth Management
74245 Highway 111, Suite 201
Palm Desert, CA 92260

T 866-888-6563 x 206
T 760-834-7206
F  760-841-4527

www.IWMgmt.com

 

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