Accolades & Designations
Bruce Pomerantz was named #21 on Barron’s Top 1,200 State By State list in 2023. The Barron’s Top 1200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices.
Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Jake DeCotiis was named #18 on Forbes’ Best-in-State Wealth Advisors list (New Jersey Private Wealth) in 2023. He was also listed at #5 on Forbes’ 2022 list for Best-in-State Top Next-Gen Wealth Advisors.
Both the Forbes Best-in-State Wealth Advisor and the Best-in-State Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Private Wealth designates advisors whose account sizes are typically $10mm and above, though may have accounts with lower amounts.
Bruce Pomerantz has been recognized every year from 2006 - 2023 as a member of the Wells Fargo Advisors’ Platinum Council. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure may also be used to determine recipients.
Leean Hunchak is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. A Financial Advisor who has earned the CFP® designation has demonstrated skill in analyzing and developing personal, long-term financial strategies. A CFP® professional has completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process, comprehensive array of advice, and skill-based approach distinguish CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners from other professional advisors, who typically focus on only one area of a client’s financial life.