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6 Wealth Building Steps to start at any age in Life

6 Wealth Building Steps to start at any age in Life

by Dkassir | Nov 9, 2022 | Fiduciary Financial Advisor, Miami Financial Advisor, Retirement

People often associate wealth with having a lot of money. But wealth is not about having a large sum of money. It’s about having enough money to do what you want. If you want to build wealth, it’s important to start with the right mindset. Once you have...
Work with a Florida Financial Advisor to Achieve Your Floridian Dreams

Work with a Florida Financial Advisor to Achieve Your Floridian Dreams

by Dkassir | Oct 27, 2022 | Miami Financial Advisor

Figuring out your finances can be difficult. And if you’re not from Florida, it can be even more complicated. That’s why working with a financial advisor who understands the unique financial landscape of Florida could be beneficial. Here are four reasons...
Ranked Fastest Growing Advisors To Watch!

Ranked Fastest Growing Advisors To Watch!

by Dkassir | Oct 3, 2022 | Miami Financial Advisor

As a financial advisor, my primary goal is to help clients grow and protect their wealth. However, with so many different financial advisors out there, it can be difficult to know who to trust. AdvisorHub.com created the “Advisors to Watch” ranking 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

March 1, 2020- Miami Financial Advisor, David D. Kassir was featured in Miami Magazine’s On The Clock expose’.  This Tell All Expose’  featured Two Miami Taste-makers giving insight as to what makes him successful in personal and business and...
Miami Magazine featured Wealth Manager David D. Kassir in the 2019 Power Players issue

Miami Magazine featured Wealth Manager David D. Kassir in the 2019 Power Players issue

by Dkassir | Dec 17, 2019 | Miami Financial Advisor

May 2019 – Husband and Wife David and Avisha Kassir featured in the 2019 Miami Magazine Power Players issue.  David and Avisha were selected in this year’s Power couple issue in Miami, FL.  After spending approximately 16 years in Washington DC, the couple had decided...
Miami Financial Advisor David Kassir attends Barron’s 100 Top Advisor Summit

Miami Financial Advisor David Kassir attends Barron’s 100 Top Advisor Summit

by Dkassir | Nov 12, 2019 | Miami Financial Advisor

September, 2019- Senior Financial Advisor & Managing Director David D. Kassir of Manna Wealth Management, with offices in Miami FL and Washington DC, was invited to attend the 2019 Barron’s 100. The 3 day conference by Invitation Only showcased America’s top...
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  • Capital Gains Tax: What Every Florida Investor Should Know
  • Gifting Wealth While You’re Alive: Pros and Cons
  • Bonds vs. Stocks: Which Should You Prioritize in Today’s Market?
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  • Approaching 60? Here’s Your Retirement Planning Checklist to Avoid Costly Mistakes

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