About Kevin Manzo
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.
Entries by Kevin Manzo
Carlsbad CA, 92011
Advisory services provided by Axxcess Wealth Management, LLC (AWM), an Investment Adviser registered with the SEC. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its Investment Advisor Representatives are properly licensed or exempt from registration.Securities are offered by Arete Wealth Management, LLC member FINRA, SIPC, NFA.
Axxcess offers advisory services independent of Arete. Neither firm is affiliated.
Pursuant to the March 13, 2020 Exemptive Order issued by the Securities and Exchange Commission (the “SEC”) allowing an extension of the Annual ADV filing deadline, Axxcess Wealth Management, LLC has elected to request such an extension and intends to file by April 10, 2020.