Headshot of David Kassir, Bitcoin-aware financial advisor in Miami Beach, FL

David Kassir — Bitcoin & Digital Asset Financial Advisor

Last updated November 29, 2025

Managing Director

AAMSCMFCCBDA℠
Miami Beach, FL

About David Kassir

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.

Areas of Focus

Professionals featured here generally offer both traditional wealth management services and Bitcoin aware advisory support. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Financial advisors with Bitcoin expertise can help integrate digital asset planning with traditional investment and retirement strategies. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

AAMSCMFCCBDA℠

Why You Can Trust David

Verified credentials and professional qualifications

Professional Credentials
AAMSCMFCCBDA℠

Licensed and certified to provide financial advisory services

Years of Experience

28+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Miami Beach, FL and surrounding areas

Firm Affiliation

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.

Questions to Ask This Advisor

When you speak with David Kassir, you may want to ask questions like: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

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.