Five Star Professional and San Francisco Magazine Announce Partnership

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Research is being conducted to determine area wealth managers who provide quality services to their clients.

“Five Star Wealth Managers provide world-class service. With a strong foundation of knowledge and experience, they work to understand their clients’ needs and provide financial solutions that fit.” – Jim Olson, CEO, Five Star Professional

Five Star Professional has partnered with San Francisco Magazine to promote area wealth managers who provide quality services to their clients, as identified and awarded by Five Star Professional. Research is now being conducted to determine the 2014 Five Star Wealth Manager award winners.

The Five Star Professional award program is the largest and most widely published award program in the financial services industry. Award candidates are identified through peer nomination, firm nomination or by a pre-screening process. Self-nominations are not accepted. Candidates are evaluated against 10 objective criteria, including education and professional designations, and a thorough regulatory and complaint review. Consumer surveys are used to augment the complaint review.

The final list of 2014 San Francisco Five Star Wealth Managers will be published in a special section within the December issue of San Francisco Magazine and on Five Star Professional’s website.

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Kelli Law
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