The award allows this elite group of advisors to showcase their commitment to the women’s market.
Montvale, NJ (PRWEB) November 25, 2013
As the leading advocate for female consumers, WomenCertified®, Inc. is pleased to announce that Brian McDaid, CFP® of Compass Point Advisors, L.P. has received the Women’s Choice Award® for Financial Advisors based on rigorous research, 17-objective criteria including a client survey to obtain feedback regarding service and practices.
The Women’s Choice Award is the only recognition program for well-qualified advisors who are committed to the women’s market and serving their female clients. Achieving this award reaffirms the commitment Brian McDaid, CFP® of Compass Point Advisors, L.P. has to extraordinary service in addressing the financial needs of women and their families. “I have been advising women for over 25 years in the areas of tax and financial planning strategies. Knowing how to best complement a personalized financial strategy with minimal taxation has been the cornerstone of my success.”
WomenCertified, originator of the Women’s Choice Award, was created by Delia Passi, the leading advocate for female consumers and former group publisher of Working Woman and Working Mother magazines. In partnership with WIFE.org (Women’s Institute for Financial Education) co-founders Ginita Wall and Candace Bahr, Delia has created the Women’s Choice Award for Financial Advisors in an effort to help women identify those advisors who are committed to providing quality service. The award allows this elite group of advisors to showcase their commitment to the women’s market, while giving potential clients a starting point for entrusting their finances to an advisor.
Women currently control 51 percent of all wealth in the United States, and, according to the Federal Reserve, this number is projected to reach 66% by 2020.* As the financial industry wakes up to the fact that a great majority of the female population are seeking advisors they can trust, Passi, Bahr and Wall have already created the solution. This powerful, national initiative distinguishes advisors who support female consumers in their quest for financial education.
Compass Point Advisors, L.P. is located at 136 Summit Avenue, Suite 203, Montvale, NJ 07645. Brian McDaid, CFP® can be reached at (201) 391-5161 or brian(at)compasspointlp(dot)com. Information about the firm is available on their website at http://www.compasspointlp.com. Securities offered through Securities America, Inc. Member FINRA/SIPC. Brian McDaid Representative. Advisory services offered through Securities America Advisors, Inc. Compass Point Advisors, L.P., Frank Daguanno, LLC and Securities America, Inc. are unaffiliated. Tax services offered through Frank Daguanno, LLC. Securities America and its representatives do not provide tax or legal advice.
ABOUT WOMEN’S CHOICE AWARD
The Women’s Choice Financial Advisor Award® by WomenCertified Inc. is a recognition award for advisors who provide quality service to their female clients. The Women’s Choice Financial Advisor Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history (no disqualifying regulatory sanctions imposed on them within the past five years by the SEC, state securities regulators or any self-regulatory organizations), among other factors. The award is based on an average of all the advisor’s clients responding to the survey and may not be representative of any one client’s experience. The award is not indicative of the advisor’s future performance. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Financial Advisor Award®, though they may have paid a basic program fee to cover the cost of comprehensive review and client survey.
WomenCertified®, home to the Women’s Choice Awards, awards businesses, brands and services based on high recommendation ratings by female consumers. WomenCertified represents the collective voice of women so they can help each other identify businesses that deserve their loyalty and referrals. To learn more, visit http://www.womenschoiceaward.com or go to: http://www.wife.org/womens-choice-award/finding-a-financial-advisor/.
The Women’s Institute for Financial Education (WIFE.org) is the oldest non-profit organization dedicated to providing financial education to women in their quest for financial independence. It was founded in 1988 by wealth management experts and KPBS Heroes Candace Bahr and Ginita Wall, who have a lifelong mission of helping women connect with resources that help them prosper and grow financially. Visit http://www.wife.org.