Five Star Professional Honors Alberto E. Gaglianese, CFP®, AIF® and Rian A. Steinbiss, AIF® With the 2015 Five Star Wealth Manager Award

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Alberto E. Gaglianese, CFP®, AIF® and Rian A. Steinbiss, AIF®, of Lincoln Investment Planning, LLC are 2 of 805 wealth managers named 2015 Five Star Wealth Managers in Philadelphia

Lincoln Investment Planning, LLC

Together, we will create a dynamic blueprint that will take you from your current life stage through to your retirement

Five Star Professional is pleased to announce Alberto E. Gaglianese, CFP®, AIF® and Rian A. Steinbiss, AIF®, Lincoln Investment Planning, LLC, have been chosen as two of Philadelphia’s Five Star Wealth Managers for 2015.

“I want to play a central role in helping you achieve your life goals, mapping a plan to navigate through both your short- and long-term objectives,” says Rian A. Steinbiss, AIF®, of Lincoln Investment Planning, LLC. “Together, we will create a dynamic blueprint that will take you from your current life stage through to your retirement.”

Five Star Professional partnered with Philadelphia magazine to recognize a select group of Philadelphia-area wealth managers who provide quality services to their clients.          Alberto E. Gaglianese, CFP®, AIF® and Rian A. Steinbiss, AIF®, are featured, along with other award winners, in a special section of the December issue.

“My strong desire to help people was a driving force in choosing a career in financial planning,” says Alberto E. Gaglianese, CFP®, AIF®, of Lincoln Investment Planning, LLC. “Since my clients’ needs are so distinctive, I enjoy getting to know them on an individual basis, so I can customize a plan suited to achieving their unique life goals.”

The Five Star Wealth Manager award program is the largest and most widely published 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.

“The research behind this award is extensive with each wealth manager being thoroughly vetted from numerous angles. We are proud to showcase these distinguished professionals,” says Jonathan Wesser, Research Director, Five Star Professional.

About the research process:

Now entering its 12th year, Five Star Professional conducts in-depth, market-specific research in more than 45 markets across the United States and Canada to identify premium service professionals. Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications, and then evaluated on 10 objective eligibility and evaluation criteria including; client retention rates, client assets administered, firm review and a favorable regulatory and complaint history.

Self nominations are not accepted, and wealth managers do not pay a fee to be considered or awarded. The award is not indicative of the wealth manager's future investment performance. For detailed information on the Five Star Wealth Manager research methodology visit http://www.fivestarprofessional.com.

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. 4,696 Philadelphia wealth managers were considered for the award; 805 (18 percent of candidates) were named 2015 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.

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Five Star Professional Representative

Rian Steinbiss