MANDA LEWIS
CFP®, RICP®, LUTCF, CLTC®
PARTNER, FINANCIAL ADVISOR
PAINTED POST POST OFFICE
“Financial planning is not a one-time event but a lifelong journey.”
EXPERTISE
With decades of experience in the industry, Manda understands the complexities of the financial world and strives to simplify them for her clients. She believes that personalized guidance, strategic financial planning and long-term relationships are critical to establishing a strong foundation and should guide every interaction Manda has with her clients.
Manda believes that every individual or family has unique financial needs and aspirations. Understanding your goals, dreams, and concerns, in tandem with your current financial situation, experience and time horizon is her highest priority. This allows her to provide you with personalized guidance, to ensure that her recommendations align with your values and objectives.
Building a solid financial future requires a well-thought-out plan. Manda utilizes her expertise and market insights to develop a strategic roadmap that encompasses various aspects of your financial life. Her approach considers investment, retirement planning, tax optimization, estate planning, and more. By taking a holistic view, Manda helps you to make informed decisions that align with your overall financial goals.
Financial planning is not a one-time event but a lifelong journey. She believes that ongoing collaboration is essential to adapt your financial strategy to life’s changing circumstances and market conditions. Manda and the HHFG Team are here to support you at every stage, providing guidance, monitoring progress, and making adjustments as needed.
Manda’s ultimate goal is to help you achieve financial freedom, so you can focus on what truly matters in life.
EXPERIENCE & BACKGROUND
Manda joined the HHFG team in 2005 as the first Financial Advisor to join the team beyond the co-founders! She has over 20 years of experience in the financial planning industry, having begun her career in financial services in 2000, as a licensed Paraplanner to a Financial Advisor in Geneseo, NY. Shortly thereafter she completed her licensing to become a Financial Advisor, now offering investment advisory services through Eagle Strategies LLC in numerous states. In 2017, Manda earned her certification as a CERTIFIED FINANCIAL PLANNER. The CERTIFIED FINANCIAL PLANNER certification is a standard of excellence in financial planning, Manda’s experience is in both business and personal wealth management and estate planning strategies, with a special focus on financial planning for women.
Her exceptional attention to detail and knowledge of the ever-changing financial climate, led Manda to being a trusted professional to not only her clients, her peers on the HHFG Team and in the industry, as well as the community at large.
BNI – Express chapter member, Elmira, NY October 2017-September 2023
Proud Member of Chemung County Chamber of Commerce
More information about the CFP™ can be obtained by going to cfp.net.
DESIGNATIONS & ACOMPLISHMENTS
Financial Planner of The Year (2024 NYL Finger Lakes Office)
CERTIFIED FINANCIAL PLANNER™, CFP®, The American College of Financial Services®
Certification for Long-Term Care, CLTC®
Life Underwriter Training Council Fellow, LUTCF®
Retirement Income Certified Professional®, RICP®
Forbes Best in State Top Financial Security Professional, 2022 & 2023
Life Member of the Million Dollar Round Table*
Women in Insurance and Financial Services Circle of Excellence Award annually since 2013
New York Life Producer of the Year, 2018**
New York Life Agent of the Year, 2017**
New York Life Experienced Agent of the Year, 2012-2013**
New York Life New Agent of the Year, 2007**
Numerous top awards and accolades in the industry
Bachelor of Science in Accounting
** New York Life/Affiliates Sales Production/Achievement Award
PERSONAL PASSIONS & FAMILY
Manda lives with her husband, Jason, and their fur babies, Beau, Tigger and Misty on their 53 acres that has been in Jason’s family since 1841. In her spare time, she enjoys physical fitness, traveling, photography, and spending time with family and friends. As a former art major, she puts her graphic design skills to use whenever she can. Her favorite trip thus far was visiting Italy in 2019—she hopes to return again soon.
She has grown especially fond of Tennessee and aspires to buy a home-away-from-home there in the future. Manda loves the picturesque landscape, vibrant downtown life, and plentiful musical performances!
Diving Deeper…
What music is on your workout playlist?
Rock and Electronic Dance
What is your favorite genre of music in general?
Country
What is your favorite sports team?
The Buffalo Bills