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.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
06/03/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford ne...
05/31/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

A home warranty may make sense, but you need to set proper expectations.
05/29/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
05/27/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
05/22/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

Cyber attacks are a growing online threat, but the good news is that you can insure your business!
05/20/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?
05/17/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
05/15/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
05/13/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
05/10/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

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San Mateo, CA

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