Christopher Manzi, Financial Advisor

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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 especially 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.

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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.

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San Mateo, CA

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