Wealth Enhancement has announced that two financial advisors from its Los Angeles 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 Los Angeles Magazine to honor these professionals and recognize their achievements.
Jeff Dekko, Chief Executive Officer of Wealth Enhancement, said, “I am pleased to announce that two of our advisors in Los Angeles have been recognized with the 2024 Five Star Wealth Manager Award. We extend our congratulations to each advisor for their invaluable contribution towards our mission of delivering exceptional client service. Their commitment to upholding high standards of excellence is a testament to our team's dedication and the wealth management industry."
2024 Los Angeles Five Star Wealth Manager Award Recipients Are:
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 the 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
Wealth Enhancement 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 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 visit www.wealthenhancement.com.
Contact information:
Marianne Gebhardt, Sr Marketing Communications Manager
mgebhardt@wealthenhancement.com
This award was issued on 12/1/23 for the period 2/13/23 through 8/31/23. The fee paid for the use of marketing materials. A 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. 4,527 Los Angeles-area wealth managers were considered for the award; 158 (3% 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: 3,629, 155, 4%, 12/1/22, 3/28/22 - 9/23/22; 2022: 3781, 150, 4%, 12/1/21, 3/29/21 - 10/1/21; 2021: 3,574, 168, 5%, 12/1/20, 3/30/20 - 10/9/20; 2020: 3527, 158, 4%, 12/1/19, 3/1/19 - 10/25/19; 2019: 3528, 154, 4%, 12/1/18, 3/26/18 - 10/16/18; 2018: 2708, 154, 6%, 12/1/17, 3/23/17 - 10/13/17; 2017: 2351, 287, 12%, 11/1/16, 2/25/16 - 10/24/16; 2016: 2374, 298, 13%, 11/1/15, 5/22/15 - 10/16/15; 2015: 3105, 327, 11%, 12/1/14, 5/22/14 - 10/16/14; 2014: 6088, 340, 6%, 12/1/13, 5/22/13 - 10/16/13; 2013: 3488, 372, 11%, 12/1/12, 5/22/12 - 10/16/12; 2012: 1019, 176, 17%, 11/1/11, 5/22/11 - 10/16/11.
