
Last updated November 29, 2025
Managing Director
Based in Miami Beach, FL, David Kassir provides financial advisory services that integrate traditional planning with Bitcoin and digital asset considerations.
It is common for investors to ask how Bitcoin should be integrated into long term financial and retirement planning.
David Kassir is the Managing Director at Manna Wealth Management, bringing 28 years of experience in the financial services industry. He has honed his expertise in real estate investment advice and wealth-building strategies, allowing him to deliver sophisticated guidance to clients facing complex financial decisions. David's extensive background empowers him to approach wealth management comprehensively, ensuring that clients can effectively build and preserve their financial legacies.
Throughout his career, David has developed a reputation for being approachable and insightful, making him a trusted advisor to many. His commitment to understanding each client's unique goals and circumstances sets him apart in the industry, enabling him to provide tailored solutions that resonate with their financial aspirations.
Outside of his professional endeavors, David values the importance of community and often engages in local initiatives that promote financial literacy. He believes that informed clients are empowered clients, and he strives to share his knowledge and passion for wealth management with others.
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
28+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in Miami Beach, FL and surrounding areas
Manna Wealth Management
Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.
If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.
Important Disclaimer: David Kassir is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.