Ranked Fastest Growing Advisors To Watch!

by | Oct 3, 2022 | Miami Financial Advisor | 0 comments

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 efforts to help narrow your search for a qualified financial advisor. This ranking is designed to identify financial advisors who are not only experienced and successful, but who are also actively growing their businesses. By considering factors like assets under management and production growth, they are able to identify financial advisors who are truly on the rise. If you’re looking for a financial advisor who can help you reach your goals, be sure to check out Advisor Hub’s “Advisors to Watch” ranking.

Fastest Growing Advisors to Watch - David Kassir Manna Wealth Management

Advisors to Watch ranking is designed specifically for quality financial advisors who are still on their way to becoming “Top Advisors.” The approach considers fundamental metrics like assets and production, but also focus on growth potential. This way the ranking recognizes and highlights financial advisors who are attracting new clients and growing their portfolios. There’s no doubt that financial advisors play a critical role in helping people save for retirement and achieve their financial goals. But with so many advisor firms out there, it can be tough to know which ones are worth watching. I made the list. David Kassir

As the baby boomer generation approaches retirement, they are increasingly turning to financial advisors for help in planning for their golden years. And, with the recent stock market volatility, many people are reconsidering their retirement plans and looking for ways to safeguard their nest eggs. As a result, financial advisors are in high demand, and the profession is expected to grow at a rate of 30% over the next decade.  Source

Manna Wealth Management has built a successful Florida Wealth Management firm by focusing on retirement planning and helping clients to navigate the complexities of Social Security, Medicare, Tax sensitive withdrawal strategies like Required Minimum Distributions. With over 26 years of experience, I am a well-respected Florida financial planner who has helped with many people to prepare for retirement. In addition to my  financial expertise, I am also known for my compassionate approach and ability to put clients at ease. For these reasons, I was ranked as one of the fastest-growing financial advisors in the country.

As the financial landscape continues to change, more and more people are turning to personal financial advisors for help. And it’s no wonder – with so many different options available, it can be difficult to know where to start. That’s where financial advisors come in. They can help you create a personalized financial plan that takes into account your unique goals and circumstances.

If you’re looking for someone to help you plan for retirement, or just want someone to talk to about your financial options, Please consider my team to assist you along your financial journey.  Begin the conversation MannaWealthManagement.com

 

 

Disclaimer: The information and opinions expressed herein have been obtained from sources believed to be reliable but are not guaranteed for accuracy or completeness; are for information/educational purposes only; do not constitute a solicitation or recommendation for the purchase or sale of any security; are not unbiased/impartial; subject to change; may be from third parties. Opinions expressed are those of the Author and do not necessarily reflect those of B. Riley Wealth Management or its affiliates. Investment factors are not fully addressed herein. For important disclosure information, please visit www.brileywealth.com/legal-disclosures.

David Kassir

Managing Director | Manna Wealth Management
Miami Beach, Florida

Manna Wealth Management is revolutionizing the financial advisory industry by providing specialized advice to help individuals and families make smart investments for their future. For over 27 years, we’ve been helping our clients create meaningful wealth through a thoughtful and custom-tailored approach. Our mission is to unlock the potential of each individual client by offering a comprehensive range of services designed to meet their specific needs. With David Kassir as the driving force behind Manna Wealth Management, we strive to build lasting relationships with our clients.