Finding the Right Financial Advisor
Let’s be honest: Making personal financial decisions can be challenging. There’s a variety of investment options, all of which carry some form of risk. And, of course, there are many types of retirement plans to choose from, each with their own set of tax...
Northern Virginia Magazine names David D. Kassir to the 2021 Top Financial Professionals List
Washington DC, Tysons Corner VA, Miami FL, July 12, 2021 -- In the August 2021 edition of Northern Virginia Magazine, the publication released their annual "Top Financial Professionals" list. This year marks the second year that Manna Wealth Management and David D....
Divorcees are using Cryptocurrency to Hide Wealth
The dramatic rise of cryptocurrency has led to some spouses hiding those digital assets during divorce settlements and tracking down the funds is not easy. More than 20 million Americans may own cryptocurrency, industry groups say, and digital currency market values...
Dividing Cryptocurrency in a Divorce Settlement
Cryptocurrency has increasingly become a factor in divorce settlements as bitcoin, dogecoin and other types gain mainstream acceptance and values spike. More than 20 million Americans may own cryptocurrency, industry groups estimate, and the digital currency market...
Choosing a Wealth Management Firm in Virginia
Wealth management firms are all different. You need to make sure to do the work to pick the right one for you. Wealth managers work with their clients to identify financial goals and map out a plan for achieving them that’s built around choosing...
Top 15 (Fiduciary) Duties Financial Advisors & Financial Planners Must Comply With
The benefits of working with a Fiduciary Financial Advisor are easy to see. These advisors are legally obligated to put their clients’ financial interests above their own, and they have to disclose how they’re compensated and avoid potential conflicts of interest that...
Miami Magazine – On The Clock feature Spotlights Miami Financial Advisor David D. Kassir
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 illustrating a...
Miami Magazine featured Wealth Manager David D. Kassir in the 2019 Power Players issue
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...
Barron’s 100 Top Advisor Summit featuring Miami Financial Advisor David Kassir
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...
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...
Featured Financial Advisor David D. Kassir at 2019 Morningstar Investment Conference
David D. Kassir, Senior Financial Advisor & Managing Principal of Manna Wealth Management Featured at the 2019 Morningstar #MICUS conference hosted at McCormick Place in Chicago, IL ( May 8, 2019). This year’s conference brings together some of the...
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This information is intended for use only by residents of AL, CO, DE, DC, FL, GA, HI, LA, MD, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WV. Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA regarding their state-specific registrations. Insurance-related services may not be provided to individuals residing in any states other than CO, DC, FL, GA, MD, VA.
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