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Your Finances, Wealth & Downsizing, David Kassir & Anne Nouri
David D. Kassir, AAMS, CMFC
With over 25 years of experience in private wealth management, David is dedicated to helping individuals meet their financial needs by developing investment plans and retirement plans around their long-term goals and risk tolerance. His extensive experience – throughout major shifts in the markets – enables him to help clients structure a balanced portfolio to address their specific financial goals..
David D. Kassir, AAMS, CMFC Managing Director - Private Wealth Management. dkassir@mannawealthmanagement.com
Contact: Anne@TheDownsizingCoach.com or visit www.TheDownsizingCoach.com