Mark Cortazzo, CFP®, CIMA® of Wealth Enhancement Group's Parsippany, NJ office, has been named to the Forbes list of America's Top Financial Security Professionals for the third consecutive year. * Mark ranks #5 in New Jersey and #93 in the country on the Forbes ranking of top financial professionals who are also licensed to sell insurance.
The Top Financial Security Professionals ranking was developed in 2021 by SHOOK Research in partnership with Forbes. At the time, R.J. Shook, President of SHOOK Research, described the list as an ambitious undertaking designed to uncover industry role models who have the biggest impact on their clients' lives.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, "I am thrilled to announce that our esteemed colleague, Mark Cortazzo, has been recognized by Forbes as one of America's Top Financial Security Professionals! We are proud of Mark's accomplishments and the recognition he has received. His exceptional skills, dedication, and commitment inspire us, and we are fortunate to have him as part of our organization.”
This latest recognition is one of many top advisor accolades that Mark has received over the course of his career, and we look forward to his continued success in years to come.
About the Selection Process
SHOOK Research states that it has evaluated more than 15,000 professionals for consideration in its rankings published by Forbes. Only 100 professionals, approximately 0.7%, were selected for the Top Financial Security Professionals list. More than 800 professionals, approximately 5%, were selected for the Top Financial Security Professionals Best-in-State list. The rankings are based on an algorithm of qualitative data gathered through due diligence interviews and quantitative data. To learn more about the methodology, click here. Professionals do not pay a fee to be considered or placed on the final list of America's Top Financial Security Professionals. The Top Financial Security Professionals ranking 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 Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable™ and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 55,000 households from our 90 offices- and growing - nationwide. Since 1997, Wealth Enhancement Group has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visitwww.wealthenhancement.com.
Contact information:
Marianne Gebhardt
Integrated Marketing Communications Manager
(704) 409-2589 | mgebhardt@wealthenhancement.com
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
PUBLISHED ON 7/26/2023. DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 12/31/21 - 12/31/22.
Link to full methodology: https://www.forbes.com/sites/rjshook/2023/07/26/methodology-americas-top-financial-security-professionals-2023/
SHOOK Disclosures
SHOOK is completely independent and objective and does not receive compensation from the advisors, firms, the media, or any other source in exchange for placement on a ranking. SHOOK is funded through conferences, publications and research partners. Since every investor has unique needs, investors must carefully choose the right Advisor for their own situation and perform their own due diligence. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience; the firm’s research and rankings provide opinions for how to choose the right financial advisor. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Remember, past performance is not an indication of future results.
