David Kassir marks 30 years in wealth management

Manna Wealth Management CEO David Kassir is marking three decades in wealth management with a focus on financial education, planning and client relationships. The milestone underscores how personalized advisory work continues to center on families’ long-term financial goals and decision-making.

Why it matters: - David Kassir’s 30-year milestone highlights the long-term role wealth managers can play in helping individuals and families organize financial decisions around life goals. - The anniversary also puts a spotlight on fiduciary planning, which requires advisers to act in clients’ best interests. - Manna Wealth Management is positioning its work around education, coordination and preparedness, not just investment selection.

What happened: - David Kassir, AAMS, CMFC, CBDA, CEO of Manna Wealth Management, marked 30 years in wealth management on Oct. 1, 2026. - The milestone reflects three decades of work with individuals and families on financial goals. - Kassir said his approach focuses on listening, explaining options and putting financial choices in the context of each client’s life. - He also thanked clients, colleagues and loved ones and said he looks forward to continuing the work.

The details: - Manna Wealth Management provides fiduciary wealth management and financial planning. - The firm’s services include investment management, retirement planning and risk assessment. - Manna Wealth Management also coordinates with clients’ independent tax and estate professionals. - Family preparedness is part of the firm’s approach, including organizing financial information and identifying contacts who can help during unexpected circumstances. - Depending on the agreed scope of services, clients who manage their own investments may receive planning support while keeping trading control. - Advisory services involve fees, and the scope and limitations are defined in the applicable agreement. - Clients remain responsible for decisions in accounts they manage themselves. - Planning and professional coordination do not eliminate investment risk, prevent losses or guarantee financial outcomes. - Tax and legal advice should come from qualified professionals. - Manna Wealth Management says it offers services subject to the terms, fees and disclosures of the applicable advisory arrangement.

Between the lines: - Kassir’s comments frame wealth management as a relationship business built on trust, education and context. - The firm’s emphasis on coordination with tax and estate professionals suggests a broader family-finance model, not a narrow portfolio-only service. - The disclosure language also reinforces the limits of advisory work, especially around risk and client responsibility.

What's next: - Kassir said he plans to continue working with clients after the anniversary. - Manna Wealth Management is directing people to learn more. - The firm also lists Kassir’s social profiles on Instagram, X, TikTok, Facebook and LinkedIn.

The bottom line: - Kassir’s 30-year milestone is as much about client relationships and financial education as it is about longevity in the business.