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David is very accommodating to our financial well-being. He is always willing to help and treats us like a part of his family. He and his assistant Sabrina provide outstanding customer service and are extremely friendly and professional. I am happy we have invested with MANNA Wealth Management.Sep 28, 2019
David was very detailed and hands on when helping me structure my financial future. He gave me great advice and set me on track to be financially secure for the rest of my life. He is very knowledgeable and I would highly recommend him.May 17, 2019
Dave has been my financial advisor for a few years now handling all my portfolio needs. I am a retired Federal Executive and he provided an excellent in-depth and professional analysis for my financial needs for retirement. I had no idea where to start and had some rather complicated financial accounts. His advise has been timely, professional, and spot on throughout this very challenging and dynamitic market. When it came time for me to actually retire I had an investment plan that would carry me successfully into the future and Dave constantly monitors my accounts to ensure that. To me, Dave is much more than financial advisor, he is friend. I feel he truly has my best interest at heart. One short story to prove just how professional and valuable Dave is to me is when I recently choose to invest in some property that would not only provide me some income but would provide a home for my family and me. Dave helped with advising how to finance it, what the risk were, and how this investment would play into my over all financial goals. During this very stressful period Dave answered all my calls, even in the middle of the night and on the non-work days. He alleviated any stress I had at the time. Bottom line if you want the best in financial planning go to David Kassir. "You will be glad you did." Jimaye SonesAug 30, 2019
Very personable. Excellent product. I would highly recommend David Kassir for his honesty and professionalism. Ms. ReeseOct 14, 2019
David was very professional and extremely helpful. He answered all my questions and even called back and offered to send out emails with information that can help my future. I know that I can get things done with the assistant I was given. I don't know if David thinks he didn't do much, but he did a lot over the phone. I appericate the fact that I will receive emails that will assist me. Thank you VERY MUCH!May 1, 2019
License Type: Investment Adviser Firm (DC)
License Type: Investment Adviser Representative (FL)
David Kassir, AAMS, CMFC
- What should the customer know about your pricing (e.g., discounts, fees)?Costs matter. With that in mind we deliver Full Service Planning and Progressive investment strategies tailored to you in the most cost efficient way possible .
- What is your typical process for working with a new customer?Initially we schedule a preliminary phone call to learn a bit about what brought here. We then paint the picture and discuss our process and how we work with our clients . Upon learning about one another we schedule an in person meeting.
- What education and/or training do you have that relates to your work?With over 22 years of experience in private wealth management, I am dedicated to helping individuals meet their financial needs by developing investment plans and retirement plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals. I began my career in 1994 interning at Wheat First Butcher & Singer. In 1995 as an executive at the firm I specialized in corporate retirement plans and retirement planning. In 1997, Wheat First Butcher & Singer merged with First Union Securities, formerly Wachovia (now Wells Fargo Advisors), where I was promoted to Vice President. In 2009 I entered into agreement to buyout a renowned broker/dealer, Manna Wealth Management formerly known as Manna Financial Services Corporation, a distinguished investment firm since 1962. As CEO of a 57 year old investment firm we have catered to clients from every walk to life. In furtherance of our expansion outside of Washington DC, in 2016 we opened a Miami Office to cater to clients retiring in south Florida. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. This commitment to service also carries over to my involvement with our local community. Committed to helping my community prosper, I am active with the Kassir Foundation.