About Manisha

And her 25+ years of
work experience.

Welcome, Nice to Meet You!

As an ardent financial literacy advocate for women, I adore teaching, writing, and speaking about the essentials of personal finance. Having worked for 25+ years in the predominantly (white) male financial services industry, I’ve come to see firsthand how important it is to empower women to achieve financial wellbeing. Why women? The short answer is that money gives women voices and choices. The long answer is more interesting, and you can find that story and more in the video below.

My education, professional credentials, and work experience…

  • I earned my undergraduate degree from Wellesley College, spent a year as a Visiting Student at Oxford University, and received my MBA from Harvard Business School.
  • I’m a Chartered Financial Analyst and a CERTIFIED FINANCIAL PLANNER™ 
  • I’ve spent 25+ years working in a wide range of roles in the financial services industry – from investing for institutions to advising individuals. For additional details, visit my LinkedIn profile

Manisha Outside of MoneyZen…

SIGN & BIRTH YEAR:  Leo – 1970

GUILTY PLEASURES:
Eating dark chocolate covered marzipan &
reading the latest gossip on the UK Royals

INSPIRATIONAL FEMALE ICONS:
Coco Chanel, Edith Wharton,
Katherine Hepburn, Princess Di

WHAT BRINGS ME EXTREME JOY:
My niece & 2 nephews,
yoga-swimming-zumba, fresh air

HAVE STRUGGLED WITH:
Depression/anxiety (I’m bipolar2),
weight/body image, punctuality

HOME BASE:
Portland, OR

COUNTRIES VISITED:
37… so far!

BEVERAGE OF CHOICE:
Tie between a strong
Cappucino (5.5oz, double) & a big Cabernet

HOW TO PRONOUNCE MY NAME:
Ma-Nish-Ah (rhymes with Patricia)
and Talk-or (“taco” with an r at the end)

DREAM JOB:
Helping women & families
add more MoneyZen to their lives.

Let’s Connect!

Contact me today if you are an organization seeking: a keynote speaker, financial expert for corporate engagements, a teacher for your destination learning retreat center or if you are a journalist in need of a media resource.

If you are an individual, you can sign up for my monthly newsletter, read my books, take one of my online courses or in-person workshops, and visit my resource page for a carefully curated list of articles, podcasts, apps, and other tools to address some of the most common personal finance questions.