It is a profound honor to work with our clients. We are fortunate enough to work with many wonderful, smart, and accomplished individuals. It makes our job that much more interesting and satisfying.
San Antonio, TX (PRWEB) August 26, 2016
Five Star Professional is pleased to announce Kevin P. Moore, i*financial, has been chosen as one of Austin, San Antonio and Central Texas’ Five Star Wealth Managers for 2016 for the fifth consecutive year.
Five Star Professional partnered with Texas Monthly to recognize a select group of Austin, San Antonio and Central Texas-area wealth managers who provide quality services to their clients. Kevin P. Moore is featured, along with other award winners, in a special section of the August issue.
“Achieving excellence in any endeavor is satisfying. To be recognized for excellence by your clients is incredibly humbling,” said Kevin P. Moore of i*financial. “It is a profound honor to work with our clients. We are fortunate enough to work with many wonderful, smart, and accomplished individuals. It makes our job that much more interesting and satisfying.”
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.
“There are two reasons I was attracted to this business. One is service. I have always sought to be involved in activities that have a meaningful impact on peoples’ lives. The second is education. Managing finances can be a complicated and overwhelming endeavor. There is a great deal of satisfaction when a client says they finally understand a concept or they have an “ah-ha” moment about how the many aspects of their finances all fit together. I consider myself incredibly lucky to have the opportunity to do this work,” say Kevin.
“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,” states 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. 1,283 Austin, San Antonio and Central Texas wealth managers were considered for the award; 351 (28% 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.
Name: Laura Pena
1901 NW Military Hwy Suite 102
San Antonio, TX 78213
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