Wealthramp
Manny J. is a seasoned professional in the fintech and insurance sectors, currently serving as a Strategic Advisor to the CEO at Wealthramp since January 2022, focusing on connecting individuals to fee-only financial advisors. Manny's experience spans key leadership roles, including Head of Partnerships at Sayata, where AI-driven solutions enhance commercial insurance processes, and as a consultant for Embedded Insurance, Inc., which innovates customer experiences in insurance distribution. Previously, Manny held significant positions at Cover Genius and CoverHound, overseeing insurance product integration and partnership management. Additional roles include Chief Revenue Officer at CyberPolicy, pioneering cyber insurance comparison, and various business development and underwriting roles at notable companies like Samsung Fire & Marine Insurance and Travelers Insurance. Manny holds a Bachelor of Science degree in Finance from California State University, Stanislaus.
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Wealthramp
Wealthramp is an advisor-matching service with a mission to connect people to the right fee-only advisor who will help them meet their financial goals throughout their life. We are the only advisor matching platform that doesn’t sell consumers’ information or share without their permission. Every advisor invited to join our network is personally vetted by Founder & CEO Pam Krueger, who has decades of experience in the investment industry and media educating people to never settle for an advisor who doesn’t exceed their expectations. Unlike brokers who sell products and earn commissions, the independent fiduciary CFPs, CFAs and CPAs at Wealthramp are legally held to act solely in clients’ best interests and have the expertise and characteristics essential to building a relationship with a client that lasts generations. The right advisor will deliver more value than the fee you pay them.