Stephen has earned his CERTIFIED FINANCIAL PLANNER™, or CFP® professional certification. To earn this designation he has demonstrated skill in analyzing and developing personal long-term financial strategies. He has completed hundreds of hours of rigorous financial planning courses and examinations. These courses are then followed by a 10- hour comprehensive examination administered according to the Certified Financial Planner Board of Standards.
Brian, Stephen and Michele have earned the AAMS® designation by completing the required course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, they passed an end-of-course examination that tested their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Barron’s has recognized Stephen (2017-2021) and Brian (2015-2021) among the Top 1,200 Advisors . This level of recognition validates their commitment to building strong relationships with their clients and helping implement strategies to help them achieve their goals. Read Press Release
Both Stephen and Brian were selected among the best wealth advisors in New Hampshire from 2018-2021. Brian and Stephen ranked among the top advisors who were nominated by their firm—and then researched, interviewed and assigned a ranking within their respective states.
Both Stephen and Brian are Wells Fargo Advisors Premier Advisors. Stephen has been a Premier Advisor since 2015 and Brian has been a Premier Advisor since 2014. To earn this distinction--which is held by a select group of Financial Advisors within the firm--Stephen and Brian were measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.
1 The Barron’s Top Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.
2 The Forbes Best-In-State Wealth Advisors ranking algorithm is based on 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 ranking. Investment performance is not a criterion.
3 The 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 either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Surveys conducted by Five Star Professional, an independent third-party research firm, who received nominations from firms or peers in the New Hampshire area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered , firm review and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager's future performance . For more information: See: www.fivestarprofessional.com/wm_program