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2018 Five Star Wealth Manager Awards

Five Star Professional logo 

Orange Coast Magazine June 2018 issue


We are proud to announce that Sandy, Carol and Erin have been awarded with the 2018 Five Star Wealth Managers Award. They have been featured in Orange Coast Magazine's June 2018 issue. There were 2,423 candidates for this award and only 144 were named as top wealth managers. Way to go!!!

Follow the link below and search under wealth managers to see the full list.


**** There is a minimum of 5 yrs as a credentialed professional requirement to receive this award. We are confident that once Samantha reaches this milestone she too will be named ****

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