Why I Became a Financial Advisor

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I’m a firm believer that so much in life is learned in the journey. I’ve experienced this myself throughout my career as a financial advisor, and I’ve seen it occur in many of my clients’ lives.

My financial advisor journey started when I graduated from college. While I didn’t know exactly where my finance degree would lead me, I did know that I wanted a career that allowed me to take care of people and look after them. Combining this passion with my interest in finance, I started my career as a portfolio manager at Powers Capital, where I focused on building and managing client investment portfolios.

After several years with Powers Capital, I wanted to expand into more comprehensive wealth management and joined C.K. Cooper & Company with a chance to build out a new Private Client Department. During my years at this firm, I had the opportunity to manage all aspects of wealth management for clients, including estate planning, investment management, and retirement planning.

It was here that I realized that I had the opportunity to build strong and long-lasting relationships with people and help guide them toward their financial goals. I knew that I wanted to provide objective guidance to my clients without being tied to proprietary products. I believed the best way I could help my clients was without any limitations from companies, sales quotas, or biases.

In 2010, I joined Axxcess Wealth to do just this.

My Career Today

As a Registered Investment Advisory firm, Axxcess Wealth allows me to serve my clients as an independent advisor who is able to provide them best of breed resources. As the Axxcess Platform is open architecture, it allows for my clients to have access to top-tier managers, low-cost ETFs, and forward thinking investable themes in disruptive innovation. I’m interested in and excited about novel investment opportunities for high net worth clients who are excited about science, technology, and the future.

Through my services and access to a wide range of resources, I’m not only providing financial and investment advice, but also clear and unbiased guidance regarding their needs and concerns. I thoroughly enjoy interacting directly with each and every client as we work together to help them work toward their financial goals.

Doing What I Love

Throughout my career, I’ve built strong relationships with so many incredible individuals and families. I am relentless in my commitment to genuinely understand every client’s unique needs and help them pursue their goals through a highly custom approach. I like to think that my clients know how genuinely concerned about and interested I am in their future.

As someone who’s passionate about what I do, there’s nothing more fulfilling than helping clients feel excited about their portfolios and future financial plans. One of the reasons why I enjoy focusing on managing money innovatively is because I think it allows clients to feel more connected with their investments and feel it has a purpose.

I look forward to helping people protect and grow their wealth for many years to come. If you’re interested in learning more about how I may be able to help you, I encourage you to reach out to me for a complimentary consultation by calling 858.217.5347.

About Kevin

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. Along with his Bachelor’s of Business Administration degree in Finance from Chapman University, he also holds the Accredited Investment Fiduciary® credential, signifying his commitment to upholding a high level of fiduciary care for his clients. Based in Fullerton, California, he serves families and business owners throughout North Orange County and Los Angeles. Learn more by connecting with Kevin on LinkedIn.

 

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Axxcess partners with Hidden Levers to create an enterprise portfolio proposal and stress testing center

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In May, Axxcess completed integration of an enterprise solution to provide advisors and clients the ability to stress test their portfolios against a variety of current scenarios, and model how potential trends will influence their wealth.

Hidden Levers partners with the Axxcess Customized Portfolio Platform

“Hidden Levers was chosen for their forward thinking in designing a tool that clients can understand, and advisors can use effectively to communicate areas of potential risk exposure” said Kevin Manzo, AIF and investment advisor and Investment Committee member.

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Clients will be able to model risk, and test various allocations and exposures to both sleeve managed portfolios, as well as advisor directed, and client directed accounts. Testing a portfolios potential future reaction to changes in the economic environment is a key feature of the Hidden Levers integration. Existing clients accounts can be automatically pulled in for immediate analysis. Future impacts of unknowable political, economic, or policy changes can be modeled very quickly through this system.

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Axxcess Carlsbad expands into a new suite

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Axxcess Wealth Management, LLC moves into its new headquarters at 6005 Hidden Valley Rd in Carlsbad. The new suite is upgraded with new network technology, and redesigned interior. We are excited to move into our new space which has been under construction since December 2016 said controller Susan Wrenn.

Axxcess has upgraded technology and network capabilities in its new space in Carlsbad Ca.

The landlord worked with our team to keep our suite number the same despite the move within the same building. Our design feature a coastal theme that creates a comfortable, professional environment to meet with clients and work day to day.

Final Notes

There are no changes to our address or contact information. If you are visiting us, we are now occupying the second floor, in the far west end of the building.

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Axxcess finalizes Fidelity IWS custodial relationship

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Axxcess added Fidelity IWS (Institutional Wealth Services) to the Axxcess Customized Portfolio Platform to broaden the services available to clients and advisors.

Fidelity IWS allows clients to choose Fidelity as their custodian, and enables an existing Fidelity client to add third party TAMP and UMA services to their Fidelity account.

Axxcess is pleased to re-engage with Fidelity to provide a superior qualified plan platform for AxxcessLINK 401k clients and enable clients to leverage the Axxcess Platform for their portfolio management.

Final Notes

Fidelity is a leading custodian for registered investment advisors, direct clients, and retirement plans offering an extensive trading, custody, and retirement plan platform.

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How your CPA can help you navigate the new DOL Fiduciary Rule

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Overview

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Plan sponsors, as a whole, are unaware that participants pay disparate fees, and service providers, particularly record-keepers that receive revenue-sharing payments, are not going to address it, experts say. It is incumbent on sponsors, then, to ask their plan advisers and record-keepers about fee levelization.

January 14th, 2016-PlanSponsor

Key reasons for the CPA to take an advocacy role:

The tax professional is in a unique role as a trusted advisor to a business owner. The broker or advisor to a retirement plan has no incentive to review their own fees. Certainly, the recordkeeper or 401k platform provider is not going to raise the issue of their own fees with the business owner. Uniquely, the CPA, EA, or plan auditor is. Understanding the key points made in the DOL is an imperative for the tax professional that advises business owners. The DOL makes two main points:

•Plans are paying excessive fees.

•Plan sponsors need a mechanism to identify and deal with conflicts of interest.

Addressing plan liability from the fiduciary perspective

1. Exposing significant cost savings

2. Plan review compensation arrangements

3. Plan sponsors will need a mechanism for identifying and detecting conflicts of interest.

4. Increased liability for insurance or Broker Dealer sold plans.

5. Aimed at stopping $17b/y investors waste in excess fees.

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