WHILE SOME MAY THINK OF RETIREMENT & FINANCIAL PLANNING AS A GOAL IN ITSELF, WE SEE IT AS A LIFELONG PROCESS...
The Miller/Manocchio Team traces their origins back to 1982. That’s the year Tom Miller joined Waddell & Reed. Fast forward to 1995, that’s the year Tom’s eventual partner John N Manocchio joined Waddell & Reed. For 10 more years, Tom and John worked independent of each other until 2005, when they partnered.
In 2010, Tom’s son John Miller joined Waddell & Reed and in 2012, John’s son, John C Manocchio joined Waddell & Reed. In 2015, the Miller/Manocchio Team officially formed with an office in Thousand Oaks, CA. 2019 saw the opening of a second office in Truckee, CA for the Team.
Rounding out the Team are Amy Barnard and Sarah Mattson, our two valued staff providing administrative support.
When we work together, the planning process can be customized exclusively for you, adjusted as your life changes along the way. It’s a process pioneered over 80 years ago to help anyone create a plan that is personal and designed to fit their individual needs
The Team is personally invested in providing clients with advice that gives them the best chance at reaching financial success. We believe a client’s mark of success is our best measure of success.