Being recognized as a Five Star Wealth Manager is a huge compliment. I have worked hard for my clients for many years, and it is an honor to be recognized for a job well done.
Houston, TX (PRWEB) June 23, 2016
Five Star Professional is pleased to announce Christopher Moore, CFP®, CRPC®, MBA, Retirement Income Planners, has been chosen as one of Houston’s Five Star Wealth Managers for 2016.
Five Star Professional partnered with Texas Monthly to recognize a select group of Houston-area wealth managers who provide quality services to their clients. Christopher Moore, CFP®, CRPC®, MBA, is featured, along with other award winners, in a special section of the August issue.
“Retirement Income Planners was formed to help people from all walks of life be able to live without financial worries and to retire comfortably one day. Our goal is to empower clients with the knowledge and ability to get them through their early years of debt, doubt, and growth, and safely through retirement without running out of money. Attention to detail, coordination of activities, effective communication, and leadership experience are essential to managing a project or directing a plan. Developing a financial plan that clarifies your current financial position and prioritizes future financial goals and objectives is no different,” says Christopher Moore, CFP®, CRPC®, MBA, of Retirement Income Planners.
The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry. The award 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.
“Being recognized as a Five Star Wealth Manager is a huge compliment. I have worked hard for my clients for many years, and it is an honor to be recognized for a job well done,” says Christopher. “I became a financial planner to help others succeed and be happy in life. Everyone is unique and so are their definitions of a successful financial life. I try to help all of my clients define what financial success is to them and then help them reach their goals. Helping others has always been a passion of mine. I learned to help others early in life and hope to always embody the spirit of service and integrity that was instilled in me as a young man.”
“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,” says Dan Zdon, CEO, Five Star Professional.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (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*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 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 awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 1,763 Houston wealth managers were considered for the award; 437 (25 percent of candidates) were named Five Star Wealth Managers.
*To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
For research methodology information visit http://www.fivestarprofessional.com.