Wealth Enhancement Group has announced that one financial advisor from its San Diego offices received the 2024 Five Star Wealth Manager Award. *
Five Star Professional conducts thorough research to help consumers with the decision of selecting a service professional in their area. The Five Star Wealth Manager award program is the most widely published and largest award program for the financial services industry in the U.S. Five Star Professional joins forces with San Diego Magazine to honor these professionals and recognize their achievements.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, "It is with great pleasure to acknowledge Dan Gensler of our Coronado office as a 2024 Five Star Wealth Manager award winner. This latest recognition demonstrates the commitment he and his team make to cultivating long-term rewarding relationships with their clients.
2024 San Diego Five Star Wealth Manager Award Recipient is:
About the Research Process
Candidates for the award are judged on 10 eligibility and evaluation criteria associated with providing quality services to clients. These criteria include industry credentials, experience, assets under management, and the number of households served, among other factors. This award was issued on 12/1/23 by Five Star Professional (FSP) for the period 2/13/23 through 8/31/23. Professionals do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Wealth managers are defined as individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan. The Five Star award is not indicative of a professional’s future performance and may not be representative of any one client’s experience.
About Wealth Enhancement Group
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of its clients. The firm continually seeks to perfect its craft of personalized financial planning with its team-based Roundtable™ and UniFi processes that go far beyond the standard approach. Wealth Enhancement proudly provides unique financial plans and investment management services to over 55,000 households from its over 100 offices - and growing - nationwide. For more information, please visit www.wealthenhancement.com.
Contact information:
Marianne Gebhardt
Integrated Marketing Communications Manager
(704) 409-2589 | mgebhardt@wealthenhancement.com
This award was issued on 12/01/2023 by Five Star Professional (FSP) for the period 2/13/2023 through 08/31/2023. The fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2,242 San Diego-area wealth managers were considered for the award; 197 (9% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2,125, 211, 10%, 12/1/22, 3/21/22 - 9/16/22; 2022: 2,084, 223, 11%, 12/1/21, 4/12/21 - 10/15/21; 2021: 6,123, 459, 7%, 12/1/20, 3/30/20 - 10/16/20; 2020: 2,218, 231, 10%, 12/1/19, 3/1/19 - 10/18/19; 2019: 1,885, 224, 12%, 12/1/18, 3/23/18 - 10/15/18; 2018: 1,498, 228, 15%, 12/1/17, 3/22/17 - 10/17/17; 2017: 1,349, 349, 26%, 11/1/16, 2/25/16 - 10/14/16; 2016: 1,337, 349, 26%, 11/1/15, 6/2/15 - 10/23/15; 2015: 1,639, 350, 21%, 12/1/14, 6/2/14 - 10/23/14; 2014: 1,838, 368, 20%, 12/1/13, 6/2/13 - 10/23/13; 2013: 1,675, 417, 25%, 12/1/12, 6/2/12 - 10/23/12; 2012: 1,014, 284, 28%, 11/1/11, 6/2/11 - 10/23/11.
