With more than 36 years in the financial services industry, Manuel “Manny” Jimenez has been in the retirement industry and has specialized in providing retirement income planning, risk management and estate planning solutions for individual and institutional clients. Manny also brings vast amount of experience in developing customized distribution plans for retirees and strategies around managing portfolio risk. His experience in pension and 401(k) plan design has been instrumental in providing a dynamic service and educational approach for plan sponsors. As a business succession strategy, Manny has experience in Employee Stock Ownership Plans (ESOP) and has participated in numerous ESOP transactions. Manny has also conducted numerous retirement and investment training courses at The Citadel, Charleston Southern University and Santee Cooper. He also was commissioned by the Office of Personnel Management to teach The Financial Strategies for Successful Retirement course for the Charleston Naval Shipyard.
Manny is a member of the National ESOP Association, National Center for Employee Ownership and an Executive Board Member of the Carolinas Chapter of the ESOP Association, and he also holds several professional designations. He earned his Retirement Income Certified Professional (RICP®) designation from The American College, and his Certified Retirement Counselor® (CRC®) and designations through the International Association for Retirement Education (InFre). In addition, Manny earned his Chartered Retirement Planning Counselor (CRPC ®) designation through the College of Financial Planning. He is a graduate of The Citadel with a bachelor’s degree in biology, and is a United States Army Veteran.
Manny is married to his wife Carla and they have one son. They are members of St. Stephens and St. Frederick’s Catholic Church of Edisto Island, South Carolina.
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