Christopher Manzi, Financial Advisor

Christopher Manzi, Financial Advisor I work with successful individuals in the healthcare field that demand individualized attention Christopher joined SageCrest Wealth Management in June of 2016.

Mission Statement
To provide comprehensive financial services and recommendations to individuals that are primarily concerned about preparing for retirement including determining how much they will need in retirement and where those funds will be coming from. What I Do for My Clients
Christopher has excellent interpersonal and business skills which have earned him respect among his peers and espec

ially with his clients. He is committed to understanding his clients’ needs and helping them make the appropriate financial decisions based on their specific individual and family requirements. Christopher specializes in areas of financial -strategies for retirement, investments and portfolio design, estate planning, and insurance needs. Prior to joining SageCrest, Christopher has been working as a Financial Advisor since January 2007. Most recently, Christopher was part of a team as a Financial Advisor from June of 2009 to June of 2016 with KKP Financial & Insurances Services. Christopher Manzi is a registered representative with, and securities and advisory services offered through offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org and www.sipc.org
CA insurance

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. SageCrest Wealth Management is independently owned and operated. The financial consultants of SageCrest Wealth Management are registered representatives with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Extended care refers to services needed by those who have a chronic illness or disability.
09/02/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
08/30/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

How much is enough for your emergency fund?
08/28/2026

How much is enough for your emergency fund?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
08/26/2026

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
08/23/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

What steps might help you sustain and grow your retirement savings? This piece explores them.
08/21/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

Stay ahead this year with this handy Personal Finance Calendar.
08/19/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial wo...
08/14/2026

Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.

Learn about the risks of not having health insurance in this informative article.

When was the last time you paid yourself first?
08/12/2026

When was the last time you paid yourself first?

It sounds simple, but paying yourself first can really pay off.

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
08/09/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

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San Mateo, CA

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