Kinda Cool. It seems that I have been chosen as a 5 Star Wealth - TopicsExpress

Kinda Cool. It seems that I have been chosen as a 5 Star Wealth Manager for the Bay area. What I am told is that out of the many thousands of Wealth Managers in the bay area, only 4-5 thousand were nominated by clients and/or peers. Of those 4-5 thousand nominations, they use pretty strict criteria to filter down to the top 200 or so advisors. Seems that I made the grade... So, thats kinda cool... Any yes, I am accepting new clients. (pardon the selfish plug, but this seems to be the appropriate time to do so)

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