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Msfp Manuel R. Apolonio
Holistic Approach; Behavioral Science & Positive Psychology Based Financial Life Coaching
Manuel R. Apolonio, MSFP, CFP®, CPCC, ACC is a Senior Financial Planner and Partner at Hanke & Co. Wealth Management, LLC in San Francisco, California.15 He has over 15 years of experience in financial services and specializes in comprehensive financial wellness planning.15
Apolonio holds a Master's in Financial Planning from Golden Gate University and a Bachelor's in International Business from the University of San Francisco.1 He is a Certified Financial Planner (CFP®) and has additional certifications as a Certified Professional Co-Active Coach (CPCC) and Associate Certified Coach (ACC).5
His approach to financial planning goes beyond traditional methods, incorporating emotional and physical well-being into his strategies.1 Apolonio is known for creating a safe, non-judgmental space for clients to discuss their financial, emotional, and physical goals.1
At Hanke & Co. Wealth Management, Apolonio specializes in areas such as equity compensation taxation, solo 401k and defined benefit plan design, post-mortem trust administration, estate planning, and comprehensive financial planning.5 He is particularly skilled in working with high-earners who are not yet rich (H.E.N.R.Y.s) and ultra-high net worth individuals on planned giving strategies.5
Apolonio is also active in creating content related to financial wellness. He runs a YouTube channel called "The Weirdness of Money with Manny Apolonio," designed to help people attain financial wellness.2 Additionally, he regularly shares insights on financial planning and wellness through his LinkedIn profile.346