Who is David D. Kassir

David D. Kassir

AAMS(R), CMFC(R)

Senior Financial Advisor

With over 22 years of experience in private wealth management, I am dedicated to helping individuals meet their financial needs by developing investment plans and retirement plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals..

Working with David D. Kassir

At Manna Wealth Management we believe a key to healthy financial management is making choices based on what really matters to you. When you create a clear understanding of your priorities, you may control your money. Not the other way around.

You're working hard to build something meaningful for your life, your family, and your community. A commitment that deserves an approach to your financial life that's personal and flexible while focusing on both what you need now, and what's important for your future. Of course, we can't tell you what's important. But we can help you figure it out. And then, we can help you build a plan around that focus. At Manna Wealth Management, your financial advisor will support you and guide you in taking the right steps each day to accomplish your long term goals.

These days, much of the financial advice you’ll encounter is just about investment. We know that Money isn’t just about investing. It impacts your choice and actions, everyday.

Paying off debt, saving for college, supporting your favorite charity, anything you do that involves Money can impact your overall success. Together with your Advisor, you’ll create a plan that strives to cover it all.

Financial Advisor Who Sees The Big Picture

Located in Northern Virginia and Florida, since 1962 Manna Wealth Management has provided ongoing, one-on-one financial advice that strived to help thousands in the DC metro area discover answers to the questions that can make a big difference - like evaluating your overall asset allocation including your 401k assets, where you stand relative to your goals, and what actions you can take to keep moving in the right direction. When you work with Manna Wealth Management, you'll have a resource for comprehensive, objective, and affordable financial advice.

Complimentary Consultation

*Preferred method of communication:

PhoneEmail

FINRA's BrokerCheck Obtain More Information About Our Firm and Financial Professionals.

This information is intended for use only by residents of (VA, DC, MD, FL, OR, NV, TX, LA,TN). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as she may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (VA, MD).

Investments and Insurance products:

Not insured by FDIC or any Federal Government Agency

MAY Lose Value

Not a deposit of or Guaranteed by a Bank or Any Bank Affiliate

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC(WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. WellsTrade brokerage accounts are offered through WFCS. Any other referenced entity is a separate entity from WFAFN.
 
Manna Wealth Management is a separate entity from WFAFN
 
A note about social media: Opinions, comments and actions taken on Social media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: http://wellsfargoadvisors.com/social