David Kassir, Managing Director of Manna Wealth Management, is quoted in MoneyLion on the sneaky fees that can chip away at retirement savings, and how to track and reduce them. Read the article on MoneyLion
David Kassir, Managing Director of Manna Wealth Management, an SEC-registered fiduciary wealth management firm, shared his perspective in The U.S. Sun in an article by Maya Lanzone about what exactly needs to happen for the $5,000 Trump dividend to become a reality....
David Kassir, Managing Director of Manna Wealth Management, an SEC-registered fiduciary wealth management firm, shared his perspective in AOL in an article by Travis Woods about how election results may shift holiday spending confidence. David’s view: Americans...
Manna Wealth Management was ranked No. 55 among Florida’s 100 fastest-growing independent RIAs by client count by AdvisorIQ, based on SEC Form ADV data through October 2, 2026.The ranking reflects 24.0% growth in the firm’s client count over the trailing...
David Kassir, Managing Director of Manna Wealth Management, an SEC-registered fiduciary wealth management firm, was quoted in Moneywise in an article by Brian O’Connell about why a growing number of high earners are rethinking the habit of maxing out a 401(k),...
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