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Thomas J. Manetta
CEO & Founder
The Advisor You Keep.
Experienced Private Wealth Advisor with a demonstrated history of Cash Management, Investment Planning, Tax Planning, Estate Planning and Retirement Planning. Proud Owner of an independent, conflict-free practice with a strong entrepreneurship background and a Masters of Science in Financial Analysis from The School of Management at the University of San Francisco.
I've been doing this my whole life.
Living up to the Fiduciary Standard: I have worked in finance for over 35 years. My experience is more extensive and varied than other advisors and my education and commitment to being the best is unrivaled. Given my experience, I know that I can never work for anyone other than my valued clients if I hope to live up the Fiduciary Standard of Care. Being an Independent Owner of my business and custodying my client’s assets at Altruist, insures that all interests are aligned to benefit the client and there are absolutely no conflicts of interests to prevent that.
Our Team
Katie is an Operational Partner with a strong foundation in financial services and a background as a Virtual Assistant for financial advisors and a Private Banking Specialist. Drawing on experience in high-touch client service, Katie has developed a keen attention to detail, exceptional organizational skills, and a deep understanding of financial products and processes. In her role as a Private Banking Specialist, Katie supported high-net-worth clients by managing complex financial needs and providing tailored solutions. Transitioning into her role as an Operational Partner, Katie combines her administrative expertise with a passion for financial planning to assist advisors in delivering well-structured, comprehensive plans. With a commitment to continued professional growth, Katie is excited to contribute to the financial planning process and support clients in achieving their long-term financial goals.
My charitable endeavors.
I started working with them when I lived in Santa Cruz twenty years ago as I was introduced to surfing for the first time. I never knew how sick you could get from the sewage runoff until all surfers told me about days to stay away from the water. Most recently, I have been supporting their efforts to clean up the beaches in San Diego from the sewage treatment plants in Tijuana.
I'm involved with this organization via with my daughter who has been riding horses since she was a small child. She really loves doing work that protects the welfare of horses and I love supporting her.