We are in the business of torpedo-proofing retirement visions.
Bloomington, MN (PRWEB) December 21, 2015
Five Star Professional is pleased to announce Kelly S. Olson Pedersen, Caissa Wealth Strategies, has been chosen as one of Minneapolis-St. Paul’s Five Star Wealth Managers for 2016.
Five Star Professional partnered with Twin Cities Business and Mpls.St.Paul Magazine to recognize a select group of Twin Cities-area wealth managers who provide quality services to their clients. Kelly is featured, along with other award winners, in a special section of the January issue.
“I am a CERTIFIED FINANCIAL PLANNERTM professional with Caissa Wealth Strategies. I’ve been in the business for 15 years and founded Caissa because I wanted to create a financial advisory firm where our team serves as a personal CFO for our clients by looking all aspects of their financial situation, not just their investments,” says Kelly. “Our clients tell us they really appreciate the confidence and simplicity that our expertise brings them as we 'torpedo-proof' their financial plans.”
The 2016 Five Star Wealth Manager award winners have been carefully selected for their commitment to providing quality services to their clients. The award is based on an in-depth research process incorporating peer and firm feedback with objective criteria such as client retention rates, client assets administered, industry experience and regulatory and complaint history.
“We are in the business of torpedo-proofing retirement visions. We strategize multiple steps ahead, which is not unlike how one would analyze and plan a move in chess. ,” explains Kelly. “There are many financial pieces to integrate, some more valuable than others but integral none-the-less. We analyze and manage all of the pieces as your personal CFO so you don’t have to.”
“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.
Kelly S. Olson Pedersen’s Five Star award profile can be viewed here.
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. 2,083 Twin Cities wealth managers were considered for the award; 854 (41 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.