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.
Review by Kevoh2 years ago
Manna Capital Management has been a great company to work with when helping me with my retired portfolio. I have nothing but great things to say about my last two years working with them.
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