Senior Vice President, Financial Advisor
ChFC
Five Star Professional
Five Star Wealth Manager (2024)
Awarded 9/1/24 for the period 11/14/23 - 6/10/24.
Award recipients
Chief Executive Officer
CFP®
Senior Vice President, Financial Advisor
CFP®, CLU®, CEPA®, CPWA®
Senior Vice President, Financial Advisor
AEP®, AWMA®, CAP®, CFP®, RICP®
Senior Vice President, Financial Advisor
CFP®, AIF®
Senior Vice President, Financial Advisor
CFP®, AIF®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
CFP®
Senior Vice President, Financial Advisor
MBA, CFP®
Senior Vice President, Financial Advisor
CFP®, CRPC®, EA
Senior Vice President, Financial Advisor
CFP®, BFA
Regional Vice President, Financial Advisor
CFP®, CPA, AIF®, CPFA®
Senior Vice President, Financial Advisor and Director of Investments
CFA®, CFP®
Senior Vice President, Financial Advisor
CFP®
Team recipients
-
Koenig Team
Burnsville, MN
-
MACRO Team
Parsippany, NJ
-
Sandy Springs Team
Atlanta, GA
-
Warren Team
Warren, NJ
Press releases
10 New Jersey Financial Advisors Named 2024 Five Star Wealth Managers
Bret Kaye
Jan 30, 2024
Two Los Angeles Financial Advisors Named 2024 Five Star Wealth Managers
Bruce A. Mandel
Dec 1, 2023