I have been in business for 37 years and still enjoy meeting and helping people everyday. This award means that experience in the business is validated to the community.
Lihue, HI (PRWEB) June 06, 2017
Five Star Professional is pleased to announce Gordon W. S. Yee, CLU®, ChFC®, YeeCorp Financial, has been chosen as one of Hawaii’s Five Star Wealth Managers for 2017. Five Star Professional recognizes a select group of Hawaii-area wealth managers who provide quality services to their clients.
“I have been in business for 37 years and still enjoy meeting and helping people everyday. This award means that experience in the business is validated to the community,” said Gordon W. S. Yee of YeeCorp Financial. “Thank you [to my clients] for trusting us and hopefully we are earning your trust every day.”
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.
“I got into this business because I love to help people. YeeCorp Financial has been in business since 1987. Serving our clients is our number one priority,” said Gordon W. S. Yee.
“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,” stated Jonathan Wesser, Research Director, Five Star Professional.
The award methodology does not evaluate the quality of services provided. 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 (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 customer complaints filed against them [settled or pending] 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; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 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. 487 Hawaii wealth managers were considered for the award; 177 (37% of candidates) were named 2017 Five Star Wealth Managers.