Choosing a Wealth Management Firm in Virginia
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, Washington DC Financial Advisor David D. Kassir Invited to CNBC Delivering Alpha Event
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
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
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...
Financial Advisor David Kassir for 2019 Forbes Top Advisor Summit
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Washington DC Financial Advisor – David D. Kassir invited to CNBC
Capital Exchange focuses on the confluence of policy, money and growth. Beyond the political posturing and partisan rancor, the policy decisions made in the corridors of the Capitol are informed by, and greatly affect, the boardrooms of corporate America. In this...
Finding Right Financial Advisor in Crystal City, VA
When the news of Amazon broke out that it has chosen its second headquarters to be located in Crystal City, VA – Arlington, questions about population density, the potential for skyrocketing rents and rising costs in commerce immediately began to swirl. The...
Financial Advisor David D. Kassir invited to CNBC Capital Exchange Summit hosted at the Intercontinential Hotel in Washington, DC
Capital Exchange focuses on the confluence of policy, money and growth. Beyond the political posturing and partisan rancor, the policy decisions made in the corridors of the Capitol are informed by, and greatly affect, the boardrooms of corporate America. In this...
David D. Kassir, Financial Advisor, chosen to attend the Barron’s Regional Summit
DAVID KASSIR – Invited to be a part of the Barron’s Regional Summit Conference. Washington, DC (May 31, 2018)—Washington DC & Miami, FL . This private wealth summit serves as the basis for financial advisors to share their ideas in today’s economy along with best...
Financial Advisor David Kassir Featured in Forbes Magazine
We expect our financial advisors to have an in-depth understanding of financial markets and investment products, of retirement planning and college funding. David Kassir expects even more of himself. “A mentor once told me, a great financial advisor has the mind of a...
Financial Advisor David Kassir featured in Miami Herald
WASHINGTON, Nov. 17, 2014 - PRNewswire. Senior Financial Advisor David D. Kassir, of Manna Wealth Management, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. Under the mentorship of Bruce...
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