Kevin Manzo is a Financial Advisor with Axxcess Wealth Management. Kevin’s services are especially valuable to business owners, high-income and high-net-worth professionals and their families. After 12 successful years as a portfolio manager and advisor Kevin has the knowledge and experience to help clients protect what they’ve worked for, enjoy a comfortable retirement, and leave the legacy they choose for their heirs.
Kevin takes great pride and responsibility in being an independent advisor able to bring best of breed resources to his clients. With the Axxcess Platform, he is able to bring the latest in financial technology that lets his clients view their portfolios and wealth profile on demand. The Axxcess Platform is open architecture and allows for our clients to have access to top-tier managers, low-cost ETFs, and forward thinking investable themes in disruptive innovation.
A graduate of Chapman University, Kevin began his career in 2004 as a portfolio manager for a family office advisory and money management firm. As a member of the Axxcess Wealth Management Investment Oversight Committee Kevin’s responsibilities includes monitoring current investments and spearheading client investment in robotics, automation, and artificial intelligence.
Kevin resides in Fullerton California with his wife Kim, and his two children Sienna and Cole. He is an active dad with a family that enjoys playing golf. Kevin is an active presence in his local community and looks forward to helping his clients protect and grow their wealth for many years to come.