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Top 15 (Fiduciary) Duties Financial Advisors & Financial Planners Must Comply With

Top 15 (Fiduciary) Duties Financial Advisors & Financial Planners Must Comply With

by Dkassir | Jun 29, 2020 | Uncategorized

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

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, Washington DC Financial Advisor David D. Kassir Invited to CNBC Delivering Alpha Event

Miami, Washington DC Financial Advisor David D. Kassir Invited to CNBC Delivering Alpha Event

by Dkassir | Sep 23, 2019 | Miami Financial Advisor

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

Success by South Beach – Miami Financial Advisor David Kassir Featured to Speak

by Dkassir | Aug 14, 2019 | Miami Financial Advisor

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

Featured Financial Advisor David D. Kassir at 2019 Morningstar Investment Conference

by Dkassir | Mar 8, 2019 | Miami Financial Advisor

  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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  • Choosing a Wealth Management Firm in Virginia
  • Top 15 (Fiduciary) Duties Financial Advisors & Financial Planners Must Comply With
  • Miami Magazine – On The Clock feature Spotlights Miami Financial Advisor David D. Kassir
  • Miami Magazine featured Wealth Manager David D. Kassir in the 2019 Power Players issue
  • Barron’s 100 Top Advisor Summit featuring Miami Financial Advisor David Kassir

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