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Why choose this provider?
Manna Wealth Management is a financial advisory firm that serves Miami Beach. The firm is headed by David Kassir, a private wealth management expert with over 28 years of experience. Kassir helps clients achieve their long-term financial objectives by creating investment and retirement plans tailored to their risk tolerance and specific goals. He considers his clients' preferences regarding saving, investing, spending, and charitable giving when creating these plans. Kassir's comprehensive financial plans enable clients to assess their current financial situation, reflect on their goals, and incorporate downside risk strategies, investment recommendations, and insurance coverage into their objectives.
- AAMS, CMFC, and CBDA