Roland Manangan
Wellness Ambassador at Hawai'i Health at Work Alliance, LLC- Claim this Profile
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Bio
Aimée Lloyd, CFP, CFA
Roland is a hard worker, very personable and has a great grasp of personal finance, with a genuine desire to help people and solid research skills to know what he is talking about.
Nina Brown
Roland assisted me with my recent job search. He was very helpful and responsive throughout the process, and I appreciated his quick follow-up, detailed communications and guidance.
Aimée Lloyd, CFP, CFA
Roland is a hard worker, very personable and has a great grasp of personal finance, with a genuine desire to help people and solid research skills to know what he is talking about.
Nina Brown
Roland assisted me with my recent job search. He was very helpful and responsive throughout the process, and I appreciated his quick follow-up, detailed communications and guidance.
Aimée Lloyd, CFP, CFA
Roland is a hard worker, very personable and has a great grasp of personal finance, with a genuine desire to help people and solid research skills to know what he is talking about.
Nina Brown
Roland assisted me with my recent job search. He was very helpful and responsive throughout the process, and I appreciated his quick follow-up, detailed communications and guidance.
Aimée Lloyd, CFP, CFA
Roland is a hard worker, very personable and has a great grasp of personal finance, with a genuine desire to help people and solid research skills to know what he is talking about.
Nina Brown
Roland assisted me with my recent job search. He was very helpful and responsive throughout the process, and I appreciated his quick follow-up, detailed communications and guidance.
Credentials
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CRPS®, Chartered Retirement Plans Specialist℠
College for Financial Planning®Feb, 2014- Oct, 2024
Experience
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Wellness Ambassador
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Mar 2019 - Present
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UHA Health Insurance
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United States
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Insurance
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1 - 100 Employee
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Wellness Ambassador
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Mar 2019 - Present
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Fidelity Investments
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United States
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Financial Services
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700 & Above Employee
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VP of Business Development
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Nov 2015 - Mar 2018
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Matrix Finance and Accounting
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United States
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Staffing and Recruiting
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1 - 100 Employee
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Recruiting Manager
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Jun 2015 - Nov 2015
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Boone Wealth Advisors, LLC
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United States
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Financial Services
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1 - 100 Employee
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Associate Wealth Advisor
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Jul 2011 - May 2015
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Integrity Financial Corporation
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Oct 2009 - May 2011
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Snider Retirement Strategies
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United States
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Financial Services
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Associate
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Jun 2008 - Oct 2009
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Balcom Investments, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Account Executive
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Aug 2007 - May 2008
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Irwin Commercial Finance
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Financial Services
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1 - 100 Employee
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Portolio Administrator
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Feb 2007 - Jun 2007
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Education
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2013 - 2014
University of Washington, Michael G. Foster School of Business
Certificate in Accounting, Accounting -
2013 - 2014
College for Financial Planning
Designation Program - CRPS®, Retirement Plans -
2010 - 2012
Boston University
Financial Planning -
2002 - 2006
Western Washington University
B.A., Finance -
2002 - 2006
Western Washington University
Minor, Sport Psychology
Community
