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Award winner as named in Los Angeles Magazine for 2020

"Los Angeles Five Star Wealth Managers"


Award winner as named in Los Angeles Magazine for 2019

"Los Angeles Five Star Wealth Managers"


Award winner as named in Los Angeles Magazine for 2017


"Los Angeles Five Star Wealth Managers"


Award winner as named in Los Angeles Magazine for 2016


"Los Angeles Five Star Wealth Managers"

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Featured in the book Transcendent Thought and Market Leadership
by Bruce Raymond Wright




2016, 2017, 2019, and 2020 survey conducted by Five Star Professional, an independent third-party research firm, who received nominations from peers or firms in the Los Angeles 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 http://fivestarprofessional.com/wm_program

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