I am honored to receive this recognition. I am extremely thankful for the opportunity to work with dedicated clients to help them navigate this complex landscape and achieve financial independence.
Exeter, NH (PRWEB) December 06, 2017
Panorama Wealth Strategies, an independent comprehensive financial services firm, is pleased to announce president and founder Erik Potts has been named a Five Star Wealth Manager and will appear in Forbes annual Investment Guide coming out in December. This will mark the sixth consecutive appearance on the esteemed annual list.
The Five Star Investment Professional conducts market research to define and promote professional excellence within the financial services industry. The Five Star Wealth Manager award program is the largest and most widely published award program in North America. Award candidates are identified by one of three sources: firm nomination, peer nomination, or pre-qualification. Award candidates are evaluated based on 10 objective eligibility and evaluation criteria.
Potts has been nominated for his premier industry knowledge and esteemed credentials as a financial advisor with an exceptional reputation for customer satisfaction and client retention.
“I am honored to receive this recognition,” said Potts. “I am extremely thankful for the opportunity to work with dedicated clients to help them navigate this complex landscape and achieve financial independence. At Panorama Wealth Strategies, we purposely limit the number of clients we take on each year to allow us to provide superior service to our clients of business owners, retirees, executives, and families who have loved ones with special needs.”
A graduate of Bentley University, Potts holds a Bachelors Degree in Finance with a concentration in Financial Planning and Investments, is a Certified Financial Planner, and a Retirement Income Certified Professional. Potts has more than 15 years in the financial planning industry and is a recent graduate of Leadership Seacoast. For more information on Potts or Panorama Wealth Strategies, please visit http://www.panoramawealthstrategies.com.
About Panorama Wealth Strategies
Panorama Wealth Strategies was founded to help clients plot a course in today’s complex financial world by using deep knowledge to develop strategies to help its clients meet investment goals. Through careful planning, comprehensive review, and personalized service, Panorama Wealth Strategies helps its clients build a customized plan and financial road map to allow them to make confident decisions about their financial future and secure financial independence. For more information, visit http://www.panoramawealthstrategies.com.