CERTIFIED FINANCIAL PLANNER™
Jane Braun has more than 35 years of experience in the financial services industry. She holds the CERTIFIED FINANCIAL PLANNER™ professional certification and a master’s in financial planning and taxation. Prior to joining Manning Wealth Management, Jane managed a solo financial planning practice in Coronado for five years. She is a registered representative and Investment Adviser Representative of Commonwealth Financial Network® and was previously employed by JPMorgan Chase as a senior financial advisor.
Jane’s primary responsibility is to develop and build strong relationships with the clients she serves. Specializing in retirement asset accumulation and retirement income strategies, she collaborates with tax and legal professionals in the planning process. Jane also works with families advising on charitable giving, intergenerational wealth transfer, and legacy planning.
Residing in Coronado, Jane is very involved in the San Diego community. She served for three years as President of the Coronado Historical Association, as well as president-elect of San Diego Blood Bank. Jane is also a member of the Coronado Chamber of Commerce, San Diego Military Advisory Council, Rotary Club of Coronado, San Diego Planned Giving Partnership, Coronado Schools Foundation Planned Giving Committee, and executive council of San Diego’s chapter of Ellevate, a professional women’s network. Jane was also named a "Woman of Influence" by the Daily Transcript in 2013.
Jane is a lifelong advocate of education, including financial literacy for students. She regularly presents workshops to women and young adults to inspire and motivate them to take control in building their financial futures. As a mother of five adult children, collectively Jane’s family has earned five undergraduate degrees, two Master’s and one Juris Doctorate in the past 12 years.
Jane Braun is proud to have been recognized as a Vista Club advisor for 2019—a distinction based on annual production that places her among the top 25 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Kelly Ronimus has been working with Jane since July 2015. Starting off as a Marketing Coordinator, Kelly developed the Plan to Prosper client education and appreciation programs, as well as Women & Wealth Lecture Series. In addition, Kelly is one of clients’ main point of contacts for account inquiries, trade requests or periodic review scheduling. Now in 2020, Kelly holds her Series 7 and Series 66 registrations. She is currently enrolled at San Diego State University working towards her CERTIFIED FINANCIAL PLANNERTM.
Growing up in Coronado, Kelly was a competitive swimmer and water polo player. After graduating from Coronado High School in 2010, Kelly continued her education at UCLA while also playing NCAA Division I Water Polo. As an UCLA student-athlete, Kelly helped her team finish in the top three of the NCAA Tournament all four seasons. In addition, Kelly served on the “Bruin Athletic Council”, where she planned and participated in a variety of community service and volunteer programs. Kelly majored in Political Science, with an emphasis in American Politics. After graduating from UCLA, Kelly continued her water polo career by playing semi-professionally in Sydney, Australia. Now officially retired from water polo, Kelly enjoys spending time with friends and family, running and cooking.