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Choosing a Wealth Management Firm in Virginia

Choosing a Wealth Management Firm in Virginia

by Dkassir | Aug 19, 2020 | Fiduciary Financial Advisor

  1. Get a Feel for Their Ideal Client In general, wealth management firms cater to investors who have a sizable asset base, but they don’t all take the same approach. Some wealth managers may prefer to work with clients who have between $50,000 and $500,000 in...
Miami Magazine – On The Clock feature Spotlights Miami Financial Advisor David D. Kassir

Miami Magazine – On The Clock feature Spotlights Miami Financial Advisor David D. Kassir

by Dkassir | Mar 16, 2020 | Miami Financial Advisor

   
Miami, Washington DC Financial Advisor David D. Kassir Invited to CNBC Delivering Alpha Event

Miami, Washington DC Financial Advisor David D. Kassir Invited to CNBC Delivering Alpha Event

by Dkassir | Sep 23, 2019 | Miami Financial Advisor

Manna Wealth Management’s Senior Financial Advisor, David D. Kassir invited to this year’s Delivering Alpha investor summit, September 19 at New York’s Pierre Hotel.   About Delivering Alpha: Since 2010, CNBC has worked side by side with Institutional Investor to...
Success by South Beach – Miami Financial Advisor David Kassir Featured to Speak

Success by South Beach – Miami Financial Advisor David Kassir Featured to Speak

by Dkassir | Aug 14, 2019 | Miami Financial Advisor

Senior Financial Advisor, David D. Kassir, with offices in Washington DC & Miami, FL was Featured to speak at Success by South Beach. This event was hosted at the SLS Hotel in Miami Beach, FL. on August 15 , 2019. The Event featured CEO’s across all industries...
Financial Advisor David D. Kassir Attends 2019 Morningstar Investment Conference

Financial Advisor David D. Kassir Attends 2019 Morningstar Investment Conference

by Dkassir | Mar 8, 2019 | Miami Financial Advisor

  David D. Kassir, Senior Financial Advisor & Managing Principal of Manna Wealth Management Attended the 2019 Morningstar #MICUS conference hosted at McCormick Place in Chicago, IL ( May 8, 2019).  This year’s conference brings together some of the financial...
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  • What Ultra High Net Worth Investors Should Know About Protecting Their Wealth
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  • Fiduciary-Only vs Commission Financial Advisors in Malibu: Which One Is Better?

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