Financial planning is one of the most important aspects of our lives. Managing finances and investments can be a daunting task for most people. This is where financial consultants come in to help. One such financial consultant is David Kassir, who is a member of the team at Manna Wealth Management. In this article, we will explore David Kassir’s background, expertise, and the services he offers as a financial consultant.
Who is David Kassir?
David Kassir is a Certified Financial Planner (CFP) and has been working in the financial services industry for over a decade. He is a graduate of George Washington University, where he earned his Bachelor’s degree in Business Administration with a concentration in Finance. After completing his undergraduate studies, David pursued a Master’s degree in Financial Planning from the College for Financial Planning.
Expertise and Services Offered
David’s expertise lies in providing financial planning services to clients, helping them manage their investments and reach their financial goals. He offers a range of services, including:
Retirement Planning
David helps clients plan for their retirement by analyzing their current financial situation and developing a customized plan to achieve their retirement goals. He also helps clients navigate the complex world of retirement plans and advises them on the best options available.
Investment Management
As an experienced financial consultant, David is skilled in managing investments for his clients. He carefully analyzes his clients’ risk tolerance and investment goals to develop a portfolio that is tailored to their needs. He also provides ongoing management of the portfolio to ensure it stays on track.
Tax Planning
David provides tax planning services to his clients to help them minimize their tax liabilities. He helps clients develop strategies to reduce their taxes, such as maximizing deductions and taking advantage of tax-efficient investments.
Estate Planning
David helps clients plan for the transfer of their wealth to their heirs. He works with clients to develop an estate plan that is tailored to their specific needs and goals. He also helps clients navigate the complex world of estate taxes and ensures that their assets are transferred to their heirs in the most tax-efficient manner.
Insurance Planning
David also provides insurance planning services to his clients, helping them protect their assets and ensure their financial security. He offers a range of insurance options, including life insurance, disability insurance, and long-term care insurance.
Manna Wealth Management
David Kassir is a member of the team at Manna Wealth Management, a registered investment advisory firm based in McLean, Virginia. Manna Wealth Management provides comprehensive financial planning and investment management services to individuals, families, and businesses. The firm’s mission is to help clients achieve their financial goals by providing personalized, objective advice.
Conclusion
David Kassir is an experienced financial consultant who provides a range of services to help his clients manage their finances and achieve their financial goals. He has a strong background in finance and has earned the Certified Financial Planner (CFP) designation. He is a member of the team at Manna Wealth Management, which provides comprehensive financial planning and investment management services to clients. If you are in need of financial planning services, consider reaching out to David Kassir and the team at Manna Wealth Management.
FAQs
- What is a Certified Financial Planner (CFP)?
A Certified Financial Planner (CFP) is a professional designation for financial planners awarded by the Certified Financial Planner Board of Standards, Inc. To become a CFP, an individual must meet specific education, examination, experience, and ethics requirements.
- What is retirement planning?
Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. It involves analyzing current financial resources, estimating future needs, and developing a plan to meet those needs.
