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 espec

ially 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.

Currency has been around for a long time. Here's a quick history lesson.
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Currency has been around for a long time. Here's a quick history lesson.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
06/12/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
06/10/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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06/07/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

The financial risks to consider when evaluating self insurance?
06/05/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

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.

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
06/03/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford ne...
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As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

A home warranty may make sense, but you need to set proper expectations.
05/29/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.
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When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

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San Mateo, CA

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