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David K

Series 63, Series 65

Miami Beach, FL

Manna Wealth Management

David Kassir is the sole advisor at Manna Wealth Management in Miami Beach, FL, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors and Wells Fargo Advisors. Outside of advisory work, he is involved in a real estate holding company, PALM TREE PROPERTIES DBA ST. BARTS PROPERTIES, LLC. Manna Wealth Management is an independent, fee-based advisory firm serving individuals, high-net-worth clients, and corporate entities. The firm employs a blend of analytical techniques and both active and passive long-term strategies, focusing on a diverse client base including corporate and business clients, and manages accounts separately with a single lead advisor.

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