- Certified Financial Planner (CFP)
Why choose this provider?
Manna Wealth Management provides one-on-one financial advice to individuals in Miami Beach. Managing director David Kassir has over 27 years of private wealth management experience, helping individuals meet their financial goals by creating investment and retirement plans around their risk tolerance and long-term goals. He understands the importance of considering the client's decisions on what to save, invest, spend, and give back. Kassir creates a tailored plan that enables clients to evaluate their current financial situation, reflect on their financial goals, and include downside risk strategies, investment recommendations, and insurance coverage in their objectives.