Blog Elements – Page 10

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Why I Became a Financial Advisor

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 […]

February 2, 2018/by Kevin Manzo

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

Axxcess Platform, News

n 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 […]

August 17, 2017/by admin

Why I Became a Financial Advisor

Kevin Manzo, News

February 2, 2018/by Kevin Manzo

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

Axxcess Platform, News

August 17, 2017/by admin

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Why I Became a Financial Advisor

Kevin Manzo, News

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.

February 2, 2018/by Kevin Manzo

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

Axxcess Platform, News

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.

August 17, 2017/by admin

Important Information

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.

For complete disclosures please visit:

Half Sized Blog Element (Single Author Style)

Half Sized Blog Element (Multi Author Style)

Why I Became a Financial Advisor

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

Why I Became a Financial Advisor

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

Full Sized Blog Element (Big Preview Pic)

Why I Became a Financial Advisor

My Career Today

Doing What I Love

About Kevin

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

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