Erica Nicole James
Investment adviser representative at Mana Financial Life Design
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$106.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Mana Financial Life DesignMay 2026 to now
- UnemployedFeb 2026 to Apr 2026
- Signify Wealth LLCJan 2023 to Jan 2026
- UnemployedOct 2022 to Dec 2022
- Creative Planning, LLC.Apr 2021 to Oct 2022
- Sbsb Financial AdvisorsJul 2018 to Apr 2021
- UnemployedMay 2018 to Jul 2018
- The Wolf GroupJan 2018 to May 2018
- UnemployedJun 2017 to Jan 2018
- Heart for Change VolunteersJul 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mana Financial Life Design
Legal name: Mana Financial Life Design, LLC
$106.1MAssets managed
133Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7332492
- Firm CRD
- 298277