Awards for Pillar Pacific Team

2024

Five Star Wealth Manager (2024)

Award criteria 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 2023 FIVE STAR Wealth Managers. Awarded 12/01/23 for the period of 2/13/23 - 8/31/23.

  1. Awarded 7/21/26 for the period March 2025-March 2026.
  2. Awarded 6/17/26 for the ranking year 2026.
  3. Awarded 6/16/26 for the period June 2026–June 2027.
  4. Awarded 4/9/26 for the ranking year 2026.
  5. Awarded 2/25/26 for the ranking year 2026.
  6. Awarded 9/9/25 for the ranking year 2025.
  7. Awarded 8/21/25 for the ranking year 2025
  8. Awarded 6/12/25 for the period from June 2025-June 2026. Data is used from 12/31/2024 and 12/31/2023.
  9. Awarded 4/8/25 for the one-year period of 6/30/23-6/30/24.
  10. Awarded on 2/10/2025 for the ranking year 2025.
  11. Awarded 2/10/2025 for the ranking year 2025
  12. Awarded 12/1/24 for the time period 2/13/24-8/30/24.
  13. Awarded on 11/1/24 for the ranking year 2024
  14. Awarded on 4/3/24 for the one-year period of 6/30/22-6/30/23.
  15. Awarded on 2/8/2024 for the time period of 9/30/22 to 9/30/23.
  16. Award criteria 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 2023 FIVE STAR Wealth Managers. Awarded 12/01/23 for the period of 2/13/23 - 8/31/23.
  17. Awarded as a finalist on 09/25/23 for the time period of 1/1 2023 – 09/25/23. An outside group of industry leaders served as the judging committee.