Manna Wealth Management

David has been our family financial advisor for multiple decades. He and his team have been extremely valuable through multiple situations. David was critical in assisting my Dad with his retirement investments and Dad always enjoyed their strategy sessions. Then when my Dad passed David sensitively helped us navigate through those transitions and continues to manage those accounts for my Mom. Lastly, he has been my personal financial advisor the past 5 years after I met him during the estate transition and was so impressed with how everything was so professionally handled. He and his team are always accessible, constantly provide valuable information and have assisted me in consolidating multiple accounts into one solid portfolio. David and his team are top notch! I always enjoy his impromptu calls to fill me in on our accounts and highly recommend David and Manna Wealth Management!

David was not only generous with his time but his knowledge about life, investments, real estate, and more. I am 24 years old, and quite frankly have never met with a financial advisor. I was pleasantly surprised to see that David took the time to ask me questions about my personal interests and eventually goals, which helped him come up with a customized plan for me to take care of my student loans, combine my investment accounts, and start my path in real estate investing.

David was gracious as well and stayed after hours after I had to reschedule our original meeting. As I stood in his office reading all of his accolades, awards, certifications, and back cover to his best selling book, I didn't know what to expect. David made me feel welcome and asked me to follow up with him with any questions at any time. I read on his book cover that his motto is "Have the mind of a capitalist with the heart of a social worker", which David seem to exemplify. He's just a cool, genuine guy, who's looking to help out where he can.