David Kassir, Managing Director of Manna Wealth Management, an SEC-registered fiduciary wealth management firm, was quoted in TechRound in "Experts Comment: Was Last Week's Tech Stock Crash a Warning Sign for Investors", an expert roundup on the sharp sell-off in AI...

David Kassir, Managing Director of Manna Wealth Management, an SEC-registered fiduciary wealth management firm, was quoted in MoneyLion in an article on the Medicare options federal retirees face in 2027, and which coverage actually costs them the least. David's view:...

David Kassir, Managing Director of Manna Wealth Management, was quoted in Yahoo Finance on how much waiting until age 40 to start investing could cost you in retirement. The article, by Jordan Rosenfeld and originally published by MoneyLion, was syndicated by Yahoo...

David Kassir, Managing Director of Manna Wealth Management and Fiduciary Financial Advisor, was quoted in MoneyLion in the article "Investing at 40 vs. 25: The $544K Retirement Savings Gap," published November 5, 2026. In the article, David explains why starting early...

David Kassir, Managing Director of Manna Wealth Management and Fiduciary Financial Advisor, was quoted in MoneyLion in the article "Surprise Fall Expenses That Bleed Into Your Winter Budget," published November 4, 2026. In the article, David discusses tax-loss...

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 are...

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 13 months,...

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), and...

David Kassir, Managing Director of Manna Wealth Management, an SEC-registered fiduciary wealth management firm, was quoted in Moneywise in an article by Christy Bieber about a saver who discovered a long-lost CD with a $30,000 balance, only to learn her bank has no...

David Kassir, Managing Director of Manna Wealth Management, an SEC-registered fiduciary, was quoted in Mansion Global in the article ‘The Ripple Effect of California’s Proposed Billionaire Tax.’ The article examines whether California’s proposed one-time 5% tax on...