"My mission has always been to help others get the information they need to make sense of their options, designing roadmaps that reflects the specific concerns I hears from my clients, and supporting them to make tough but educated decisions to help gain control over their financial lives.”
WALNUT CREEK, Calif. (PRWEB) February 13, 2018
Five Star Professional is pleased to announce David Bobrowsky, CFP® of Gateway Financial Advisors, has been chosen as one of San Francisco East Bay’s Five Star Wealth Managers for 2017.
Five Star Professional uses its own proprietary research methodology to name outstanding professionals, then works with publications such as Diablo Magazine to get word out about award winners. David Bobrowsky is featured, along with other award winners, in a special section of the November issue.
“I have been directly advising clients as a financial planner for over 17 years. I joined Gateway Financial Advisors, Inc. and became affiliated with Cambridge Investment Research, Inc. as a Registered Representative and Investment Advisor Representative in 2014 in order to be able to offer completely independent advice to my clients,” said David Bobrowsky. “I was motivated to begin my career in financial planning by my mother. She always wanted to be in control of her financial destiny and often struggled to make the best of her situation piecemeal, without an overall plan or professional assistance. My mission has always been to help others get the information they need to make sense of their options, designing roadmaps that reflects the specific concerns I hears from my clients, and supporting them to make tough but educated decisions to help gain control over their financial lives.”
The Five Star Wealth Manager award program is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
“Based on our evaluation, the wealth managers we recognize are committed to pursuing professional excellence and have a deep knowledge of their industry. They strive to provide exemplary care to the people they serve,” stated Dan Zdon, CEO, Five Star Professional.
David has been a Certified Financial Planner™ practitioner since 2004. He earned the Chartered Life Underwriter® designation in 2005 and the Chartered Financial Consultant® designation in 2010, both through the American College of Bryn Mawr, PA. To learn more about David’s fee based financial planning process, please contact David to setup a complimentary initial consultation.
David is a Registered Representative with, and securities offered through Cambridge Investment Research, Inc., Member FINRA/SIPC. Investment Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Gateway Financial Advisors, Inc. and Cambridge are not affiliated.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,049 San Francisco East Bay wealth managers were considered for the award; 95 (9 percent of candidates) were named 2017 Five Star Wealth Managers.