Jane M. Braun CFP®, MSBA
Jane has over 30 years of experience in the financial services industry. She holds the CERTIFIED FINANCIAL PLANNER™ certification and a master’s degree in financial planning and taxation. Prior to joining Manning Wealth Management, Jane managed a solo financial planning practice in Coronado for five years. Jane is a registered representative and investment adviser representative of Commonwealth Financial Network® and was previously employed by JP Morgan Chase as a senior financial advisor.
Jane’s primary responsibility is to develop and maintain wealth accumulation plans for clients, focusing on a collaborative approach in the planning process. Specializing in retirement asset accummulation and planned giving, Jane also works with families advising on college planning and wealth management.
Residing in Coronado, Jane is very involved in the San Diego community. She serves as a director on the boards of the San Diego Blood Bank, the Coronado Historical Association, the Coronado Chamber of Commerce and the Rotary Club of Coronado. Jane is also a member of the San Diego Military Advisory Council, the San Diego Planned Giving Partnership, the Coronado Schools Foundation Planned Giving Committee, and the executive council of San Diego’s chapter of Ellevate, a professional women’s network.
As a mother of five adult children, four of whom have finished their undergraduate degrees (her youngest daughter will graduate in 2017), Jane is a lifelong advocate of education, including financial literacy for students. She regularly presents workshops to women and young adults to inspire and motivate them to take control in building their financial futures.