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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kasey? Claim Your ProfileKasey McManis is an Investment Advisor Representative with Abacus Wealth Partners. Kasey is a Certified Financial Planner and holds the Series 65 license. Kasey has been in the financial industry since 2006 and has experience working with high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth. Kasey specializes in providing financial planning, portfolio management, and pension consulting services to clients. Kasey also offers consulting services, education seminars, and selection of other advisors. Kasey is registered as an Investment Advisor Representative in California, Montana, New Hampshire, New Jersey, New York, and Pennsylvania.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
10/17/2019 - Present
Abacus Wealth Partners (SANTA MONICA CA)
IA
Issued 07/16/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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