Shepherd Wealth & Retirement Receives the Women’s Choice Award for Financial Advisors

WomenCertified®, Inc. is pleased to announce that Shepherd Wealth & Retirement has received the Women’s Choice Award® for Financial Advisors.

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Financial Advisor Seal 2013

Women currently control 51 percent of all wealth in the United States, and, according to the Federal Reserve, this number is projected to reach 66% by 2020.

Tuscon, AZ (PRWEB) October 24, 2013

As the leading advocate for female consumers, WomenCertified®, Inc. is pleased to announce that Shepherd Wealth & Retirement has received the Women’s Choice Award® for Financial Advisors based on rigorous research, 17 objective criteria including a client survey to obtain feedback regarding service and practices.

The Women’s Choice Award is the only recognition program for well-qualified advisors who are committed to the women’s market and serving their female clients. Achieving this award reaffirms the commitment Shepherd Wealth & Retirement has to extraordinary service in addressing the financial needs of women and their families. We are gratified to have so many great relationships with our women clients and we are happy to support them through everything including when they outlive their spouses.

WomenCertified, originator of the Women’s Choice Award, was created by Delia Passi, the leading advocate for female consumers and former group publisher of Working Woman and Working Mother magazines. In partnership with WIFE.org (Women’s Institute for Financial Education) co-founders Ginita Wall and Candace Bahr, Delia has created the Women’s Choice Award for Financial Advisors in an effort to help women identify those advisors who are committed to providing quality service. The award allows this elite group of advisors to showcase their commitment to the women’s market, while giving potential clients a starting point for entrusting their finances to an advisor.

Women currently control 51 percent of all wealth in the United States, and, according to the Federal Reserve, this number is projected to reach 66% by 2020.* As the financial industry wakes up to the fact that a great majority of the female population are seeking advisors they can trust, Passi, Bahr and Wall have already created the solution. This powerful, national initiative distinguishes advisors who support female consumers in their quest for financial education.

ABOUT FIRM/ADVISOR
Shepherd Wealth & Retirement’s mission is to help you steward your financial resources in alignment with the values and goals of you and your loved ones.

Shepherd Wealth & Retirement serves as an experienced advocate to improve clarity and understanding, provide proactive contact when anything might affect your portfolio and eliminate hassles or provide shortcuts based on our experience.

Shepherd Wealth & Retirement provides a clear fee structure that is intended to eliminate bias and self-serving advice. We believe our approach will save you from the erosion of your wealth caused by hidden fees and agendas.

Website: http://www.shepherdwealth.com
Phone: 520-325-1600
Email: info(at)shepherdwealth(dot)com

ABOUT WOMEN’S CHOICE AWARD
The Women’s Choice Award Financial Advisor Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a basic program fee to cover the cost of comprehensive review and client survey.

WomenCertified®, home to the Women’s Choice Awards, awards businesses, brands and services based on high recommendation ratings by female consumers. WomenCertified represents the collective voice of women so they can help each other identify businesses that deserve their loyalty and referrals. To learn more, visit http://www.womenschoiceaward.com or go to http://www.wife.org/womens-choice-award/finding-a-financial-advisor/.


Contact

  • Stefanie Zinchiak
    WomenCertified
    +1 954-922-0846
    Email