I am honored and excited to announce that I have been awarded the 2020 Five Star Wealth Manager award – that makes eight years! Only 7% of East Bay wealth managers considered earned this award. By earning this honor, Five Star Wealth Manager confirms I have demonstrated a strong commitment to my clients.
This year, more so than other years, I have worked hard to keep all of my clients informed and help them stick to their long term plans. Do you have friends or family members that could use a steady expert voice to help them towards their goals? I can be especially helpful for newly independent women. For recently widowed or divorced women, the financial decisions can be overwhelming. Having an experienced, organized and friendly advisor can lift a heavy burden off their shoulders.
I run my practice by referrals only at this point – so if you have someone that you think could benefit from my experience, please feel free to pass my name along. It would be my pleasure to help those you know with the same great service you have come to expect.
Five Star Professional will be recognizing winners in the pages of the November Diablo magazine.
Here is a link to my online profile: FiveStarProfessional
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2016, 2018-2020 Five Star Wealth Managers.