Riddle Recognized as Five Star Wealth Manager

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Optimal Wealth Advisors founder receives honor for second consecutive year

Optimal Wealth Advisors is proud to announce today that founder Lance Riddle, CFP, has been designated a Five Star Wealth Manager for the second consecutive year.

“I’m honored and humbled to be recognized with this award,” said Riddle. “It is truly a reflection of the entire team here at Optimal Wealth Advisors.”

Riddle, a 25-year veteran of financial services, spent time at Bear Sterns and Merrill Lynch before launching Optimal Wealth Advisors, a full-service retirement planning and insurance firm, in 2001. Optimal is guided by a client service philosophy rooted in complete objectivity and transparency, values Riddle credits for Optimal’s success.

“We do things the right way at Optimal,” said Riddle. “Our clients have goals, and we see our-selves as their partners in achieving them efficiently and ethically.”

Riddle is a part-time faculty member at Brookhaven College where he teaches classes on In-vestments and retirement planning. Riddle holds series 65 securities licenses as well as life and health insurance licenses. He is a graduate of the University of Oklahoma and the College for Financial Planning in Denver, Colorado.

The Five Star Wealth Manager distinction is awarded by Five Star Professional. For more infor-mation on the Five Star award and the research/selection methodology, visit http://www.fivestarprofessional.com.



Optimal Wealth Advisors is a full service Retirement Planning and Insurance firm founded in 2001 to provide a better alternative to the traditional Wall Street firm, with the belief that expert advice can only be provided with complete objectivity and transparency. For more information visit http://www.optimalwealth.com.

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Susan Sanchez
since: 01/2016
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