Wealth Enhancement Group, an independent wealth management firm that oversees approximately $42.9B in client assets*, has announced that Mark Cortazzo was named to the Forbes list of America’s Top Financial Security Professionals.** Mark earned the #26 spot on the ranking of 250 top financial professionals who are also licensed to sell insurance.
In its inaugural year, the Top Financial Security Professionals ranking was developed by SHOOK Research in partnership with Forbes. R.J. Shook, President of SHOOK Research, described the new 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’d like to offer my congratulations to Mark on being recognized by Forbes as a distinguished specialist within the insurance industry. I've known Mark for many years and have always been greatly impressed with his dedication to helping clients work towards their most important goals.”
This latest recognition is one of many top advisor accolades that Mark has received over the course of his career. Earlier this year, he was named as a Forbes Top 250 Advisor for the fifth time.
About the Selection Process
Over 7,000 professionals completed surveys to be considered for the 2021 Forbes list of Top Financial Security Professionals. The ranking is based on an algorithm of qualitative data gathered through due diligence interviews and quantitative data. To learn more about the methodology, click here.
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide. Wealth Enhancement Group specializes in providing retail clients with the team-based experience and resources they need to simplify their financial life. For more information, please visit www.wealthenhancement.com.
Contact information:
Michelle Kaplan, Senior Communications Specialist, Wealth Enhancement Group
631-777-1030
mkaplan@wealthenhancement.com
*Wealth Enhancement Group and its Registered Investment Advisor, Wealth Enhancement Advisory Services, have approximately $42.9B in client brokerage and advisory assets as of 10/31/21.
**Awarded 10/19/21 for the period of 12/31/19 - 12/31/20.
