For more than three decades, Mangs Financial LLC remains committed to helping clients work toward achieving their unique goals and objectives and addressing their financial concerns and opportunities through honest, independent and personalized financial advice. We offer cost-effective, personalized service that strives to exceed client expectations. In retirement planning, we seek to provide lifetime income, indexed for inflation that we plan for sustaining both your standard of living and the quality of your lifestyle. We have a sincere concern for our clients’ financial well-being as we prepare and guide them through life’s transitions.
David A. Mangs Ph.D., CLU, ChFC
Since 1982, Dave has worked in the financial services industry. As a LPL Financial Advisor, he has his own firm: Mangs Financial LLC which includes his son Adam who serves as Operations Manager. Dave has earned his CLU and ChFC designations from the American College, and he is a lifetime member of the Million Dollar Roundtable, and he has served as a board member of the Hartford Chapter of FSP (Financial Service Professionals), and various community non-profit organizations. Dave earned a Master’s Degree in Education at Clark University in 1972, and a completed a second master’s degree at the University of Chicago - School of Social Service Administration. Dave earned his PH.D. from the Heller School for Advance Studies in Social Welfare of Brandeis University. For a decade, during and after this graduate work, Dave worked with troubled youth and established demonstration projects to serve them in both Illinois and Massachusetts. His wife Gail is an attorney working in the Bureau of Special Education at the State Dept. of Education. They have 3 children and 3 grandchildren.
Dave’s broad interests include: gardening, playing piano and singing, biking, swimming, travel, time spent at his home on Cape Cod, and quality time with family.
Adam Mangs, CFP®, CLU®, ChFC®
Adam has been working with Mangs Financial since 2011. His responsibilities include, overseeing all office operations and client contact, ensuring that clients have all of their needs met with the most exceptional service, and assisting with maintaining client portfolio's through asset allocation and security selection.
Adam is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a Chartered Financial Consultant®, as well as a Certified Life Underwriter®. He also holds an insurance license and FINRA Series 7 & 66 registrations (with LPL Financial). He received a Bachelor's Degree from the University of Vermont. When Adam is away from the office, he can be found playing guitar, and spending time with family, friends, and his cat, Konan.
Kelsey joined Mangs Financial in 2015 and quickly became an indispensable member of the team. She takes her time getting to know you, fulfills any requests you may have, helps us prepare for meetings, keeps our office organized, sets meetings, and contacts clients as needed. When Kelsey is home, she can be found with her dog Lola.