MANNA WEALTH Management
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Overview
License verified
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4 employees
58 years in business
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11 photos and 1 video
Reviews
11 reviews
Warren a.
Personal Financial Planning
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!
Jul 14, 2017VerifiedZi Wang
David is the best. Hes very patient and very knowledgeable about not only finance, but also real estate and many other things. I just got my very first car, and with Davids help the whole process was just fast and easy. He really takes care of your money and your life. I recommend Manna Wealth Management to everyone who needs a good financial advisor.
Nov 7, 2018Review from GoogleJudy Pilcher
I have been advised financially by David for over 20 years through many family and employment decisions. Even though my net worth is minimal he has always listened to my concerns and together we have developed sound strategies. After knowing him for so many years and benefiting from his sound financial decisions I would not hesitate to recommend him to anyone.
Jul 21, 2018Review from Googlepachtun
Very professional and wealth management plans catered to individual needs. Highly recommended
Jun 6, 2018Review from GoogleCarl Smith
I have greatly enjoyed my association with Manna Wealth Management. I I especially value the financial counsel and personal support that David Kassir has so willingly provided. I also appreciate Sabrina Lola's ability to competently and successfully expedite any account transaction request that I may have.I feel like they both have my back and are looking out for my best interest.
Aug 15, 2018Review from Google
Credentials
License Type: Investment Adviser Firm (MD)
License Type: Investment Adviser Firm (DC)
David Kassir, AAMS, CMFC
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.