Christopher Manzi, Financial Advisor

Christopher Manzi, Financial Advisor I work with successful individuals in the healthcare field that demand individualized attention Christopher joined SageCrest Wealth Management in June of 2016.

Mission Statement
To provide comprehensive financial services and recommendations to individuals that are primarily concerned about preparing for retirement including determining how much they will need in retirement and where those funds will be coming from. What I Do for My Clients
Christopher has excellent interpersonal and business skills which have earned him respect among his peers and especially with his clients. He is committed to understanding his clients’ needs and helping them make the appropriate financial decisions based on their specific individual and family requirements. Christopher specializes in areas of financial -strategies for retirement, investments and portfolio design, estate planning, and insurance needs. Prior to joining SageCrest, Christopher has been working as a Financial Advisor since January 2007. Most recently, Christopher was part of a team as a Financial Advisor from June of 2009 to June of 2016 with KKP Financial & Insurances Services. Christopher Manzi is a registered representative with, and securities and advisory services offered through offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org and www.sipc.org
CA insurance

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. SageCrest Wealth Management is independently owned and operated. The financial consultants of SageCrest Wealth Management are registered representatives with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
10/09/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

To provide comprehensive financial services and recommendations to individuals that are primarily concerned about preparing for retirement including determining how much they will need in retirement and where those funds will be coming from.

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
10/07/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
10/04/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

What every parent needs to know about insuring his or her teen driver.
10/02/2026

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

If you died, what would happen to your email archives, social profiles, and online accounts?
09/30/2026

If you died, what would happen to your email archives, social profiles, and online accounts?

If you died, what would happen to your email archives, social profiles and online accounts?

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
09/27/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Are your passwords easy to crack or difficult to decipher? Test your knowledge.
09/25/2026

Are your passwords easy to crack or difficult to decipher? Test your knowledge.

Simple steps may help you foil hackers and protect your privacy.

Can group and private disability policies work together?
09/23/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
09/20/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Address

San Mateo, CA

Website

Alerts

Be the first to know and let us send you an email when Christopher Manzi, Financial Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Christopher Manzi, Financial Advisor:

Shortcuts

Share

Category