DISCLOSURE: Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Award candidates are then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional determines the final list of Five Star Wealth Managers. Five Star Wealth Managers do NOT pay a fee to be included in the research or the final list of Five Star Wealth Managers. The Five Star award is not indicative of the wealth managers future performance. Working with a Five Star Wealth Manager, or any wealth manager, is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. The award methodology does not evaluate the quality of services provided. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.
 September is officially declared as "California Heroes Month" as set forth by Senate Concurrent Resolution 97, it received unanimous support in the legislature. The purpose of the "Unsung Heroes Award" is to honor those who consistently donate their time and treasury to improve our communities without seeking recognition for their efforts. Chad Schiel was awarded this award for his work with young military families, Veterans, combating homelessness & hunger, and multiple youth programs that encourage keeping kids in school and out of trouble.
|
Featured in/on the following...
|
