Janet Gerlings has been an investment adviser representative at Mana Financial Life Design since June 2023, and is not listed among the firm’s executive officers or direct owners. Janet Gerlings holds a BS in Finance from Arizona State University. Janet Gerlings is a graduate of Certificate in Personal Financial Planning, Kansas State University.
Mana Financial Life Design, LLC is a firm with $106M under management, 133 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Janet Gerlings is Senior Financial Planner of Mana. Financial planning is her core responsibility, and she attends client meetings alongside Cristina Livadary and Stephanie Bucko. Her background includes many years of experience in trading and risk management in the futures and options markets, and as a small business owner.
Janet Gerlings’ longest registration was 6 years at Foothills Financial Planning & Wealth Management, LLC (2016–2023). Before joining Mana Financial Life Design in 2023, Janet Gerlings was registered through Foothills Financial Planning & Wealth Management, LLC.
- Mana Financial Life DesignCurrent– present · 3 yearsGlendale, CA · Adviser representative · Firm CRD 298277
- Foothills Financial Planning & Wealth Management, LLC– · 6 yearsPhoenix, AZ · Adviser representative · Firm CRD 147270
Professional designations
Listed by Mana Financial Life Design
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Janet Gerlings is registered as an investment adviser representative in California, since June 2023.
- CaliforniaSince 16 June 2023
Examinations
No examinations are on Janet Gerlings’s record.
- Full name
- Janet Lynn Gerlings
- CRD
- 6721739
- Firm
- Mana Financial Life Design · CRD 298277
- Office
- Glendale, CA
- Registration
- Investment adviser registration
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- manafld.com
Where does Janet Gerlings work?
Janet Gerlings is an investment adviser representative registered through Mana Financial Life Design, LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Janet Gerlings a financial advisor?
Yes. Janet Gerlings has a current investment-adviser registration in California, through Mana Financial Life Design since June 2023.
How many years of experience does Janet Gerlings have?
Janet Gerlings has 9 years in the financial industry, since December 2016, across 2 adviser firms.
Where did Janet Gerlings work before Mana Financial Life Design?
Before Mana Financial Life Design, Janet Gerlings was registered through Foothills Financial Planning & Wealth Management, LLC, November 2016 to May 2023.
Where is Janet Gerlings based?
Janet Gerlings’ registered office is in Glendale, CA.
Is Janet Gerlings registered with FINRA?
No. Janet Gerlings has no current broker registration.
Is Janet Gerlings a CFP?
Mana Financial Life Design lists Janet Gerlings with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Janet Gerlings’ record?
Search CRD 6721739 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Janet Gerlings’ full registration record.