# David Kassir

> Managing Director of Manna Wealth Management, an SEC-registered fiduciary wealth management firm. Thirty years as a wealth advisor, quoted in national media on retirement planning, tax strategy, Social Security and investing.

## Official biography and homepage

- [David Kassir](https://davidkassir.com/): Official biography, media coverage, recognition and contact for David Kassir.

## Registration

- [SEC Investment Adviser Public Disclosure](https://adviserinfo.sec.gov/individual/summary/2814059): David Kassir, CRD 2814059.
- [FINRA BrokerCheck](https://brokercheck.finra.org/individual/summary/2814059): David Kassir, CRD 2814059.

## Firm

- [Manna Wealth Management](https://mannawealthmanagement.com): SEC-registered fiduciary wealth management firm, in business 64 years. David Kassir is Managing Director of Manna Wealth Management.

## Media coverage

David Kassir's commentary has appeared in The Washington Post, MarketWatch, Yahoo Finance, Mansion Global, Moneywise, The U.S. Sun, NTD News and other national outlets. The full media archive is on the homepage: https://davidkassir.com/

## Expertise

Retirement planning, tax planning, Roth conversions, Social Security planning, estate and legacy planning, investment strategy, fiduciary financial advice.

## Office locations

Manna Wealth Management serves clients nationwide, with offices in Miami Beach, FL (429 Lenox Ave, Suite 527, Miami Beach, FL 33139), Miami, FL (801 Brickell Ave, 8th Floor, Miami, FL 33131), Washington, DC (1100 15th St NW, Washington, DC 20005), Arlington, VA (1201 Wilson Blvd, Floor 27, Arlington, VA 22209), McLean, VA (1775 Tysons Blvd, 5th Floor, McLean, VA 22102), and Malibu, CA (23465 Civic Center Way, Building 9, Malibu, CA 90265).

## Identifiers

- Wikidata: https://www.wikidata.org/wiki/Q141818603
- LinkedIn: https://www.linkedin.com/in/financialadvisory/
- Crunchbase: https://www.crunchbase.com/person/david-kassir-18cc

## Expert resources
https://davidkassir.com/social-security-62-or-wait/
https://davidkassir.com/roth-conversion-backfire/
https://davidkassir.com/large-inheritance-first-steps/
https://davidkassir.com/high-yield-claims/
https://davidkassir.com/couples-social-security-coordination/
https://davidkassir.com/organize-finances-before-incapacity/
https://davidkassir.com/what-fiduciary-means/
https://davidkassir.com/purchases-drain-retirement-savings/
https://davidkassir.com/elections-year-end-money-moves/
https://davidkassir.com/winning-stock-concentration-risk/
https://davidkassir.com/faq/