Daniel J. Warren Named 2014 Five Star Wealth Manager by Five Star Professional and Los Angeles Magazine

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The Warren Group Wealth Management’s President, Daniel Warren, named Five Star Wealth Manager

Five Star Professional and Los Angeles Magazine honored Daniel J. Warren, President of The Warren Group Wealth Management, with their 2014 Five Star Wealth Manager award for the outstanding wealth management service he provides. This award recognizes the industry’s leading wealth managers for their ability to provide unparalleled service to their clients.

The Five Star Wealth Manager acclamation is awarded to an elite group of wealth managers in Los Angeles. Candidates are evaluated on client retention rates, client assets administered and a favorable regulatory and compliance history. Of the 6,088 award candidates in the Los Angeles area considered for the Five Star Wealth Management award, only 319 (approximately 6%) of the award candidates were named 2014 Five Star Wealth Managers.

As part of the research process for the 2014 Five Star Wealth Manager program, firms and peers nominate award candidates. Award candidates are evaluated against 10 objective criteria to determine the 2014 Five Star Wealth Managers in more than 40 major markets. This year, Five Star partnered with Los Angeles magazine to complete their research.

“It is an honor to be recognized for client satisfaction, as it is The Warren Group Wealth Management’s mission to provide the best personalized service to our clients,” said Warren. “Our clients’ confidence is of utmost importance to this firm.”

The Warren Group offers securities through Western International Securities, Inc. Western is among the largest independent broker/dealers clearing through J.P. Morgan Clearing Corp. Through its clearing agreement with J.P. Morgan Clearing Corp. and Pershing LLC, Western International Securities is able to provide its Advisors with state-of-the-art financial services and support. Established in 1995, the firm is headquartered in Pasadena, CA and maintains offices nationwide.

Western International Securities is very pleased to see Dan Warren recognized for his outstanding efforts and dedication to providing quality service to his clients,” said Don Bizub, CEO of Western International Securities.

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