MANNA WEALTH Management

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Customers rated this pro highly for work quality, responsiveness, and professionalism.

Read reviews that mention:

• financial・5

• finances・1

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Logan M.

Mar 3, 2022

David has been instrumental for not just our family but for my business. He is extremely knowledgeable on everything from family to business planning.

Sebastian F.

Feb 28, 2022

We have been using David Kassir for about 15 years. As with most people we've seen financially great years and financially bad years. One constant has been David giving us sound advice through each stage of our lives.

Mason H.

Feb 23, 2022

Best in class! I have worked with a number of firms over the years both large and small. Manna Wealth Management is in a league of its own. Once you are a client you are part of the family.

Dante A.

Oct 18, 2021

David and Manna Wealth Management are top tier. David is always available, professional and has the incredible ability to break down complex topics into easily understandable material. Thank you again David.

Warren a.

Jul 14, 2017

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Hired on Thumbtack

Hired on Thumbtack

When searching for a Financial Advisor, first and foremost I was looking for a company that was well respected in the industry with a proven track record. Second, I needed to feel like I had a friend that I could reach out to as needed to guide me on the right path to retirement. I found both of these attributes with Manna Capital and feel very confident that my portfolio is in the right hands!

Personal Financial Planning

FAQs

• 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 23 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.