Manuel Espinosa

Sustainable Finance Consultant at The Phoenix Group

Manuel Espinosa is a Sustainable Finance Consultant at The Phoenix Group, a management consultancy he co-founded in 1994. He has extensive experience in financial planning, investment advising, and management consulting. His expertise includes holistic financial planning, retirement planning, and investments, complemented by a strong background in strategic planning and project management.

Professional Background

Co-founder of The Phoenix Group: Established in 1994, the firm focuses on strategic planning, process redesign, and project management for various clients, including Fortune 1000 companies.
Previous Ventures: Manuel has co-founded multiple companies and worked as a business consultant for an investment firm. He also has experience in managing large-scale technical projects and has written over 75 client-sponsored research reports and business plans.
Certifications: He holds several professional designations including:
- Certified Retirement Management Analyst (RMA)
- Professional Plan Consultant (PPC™)
- Certified Financial Education Instructor (CFEI)
- Certified Professional Consultant to Management (CPCM)

Education

Manuel graduated with a Bachelor's Degree in Philosophy (Honors) from Santa Clara University. He has pursued further studies at prestigious institutions such as Yale and Stanford, focusing on philosophy, computer science, mathematics, and engineering economics.

Personal Interests

Outside of his professional life, Manuel is an avid organic gardener and enjoys outdoor activities such as hiking and biking in the Santa Clara Valley. He is also involved in community service, sharing his gardening produce with local shelters.