Published Research
Region: Southern California
Publication: Forbes Magazine
Date Published: July 2008
The companies selected exceed the following criteria:
- 20+ Years Industry Experience
- 95% Client Retention Rate or Better
- Investment Advisory, Tax and Estate Planning Services Offered
- 50:1 Client-Staff Ratio or Better
- Advanced Certifications Held, Including Either CFP or CFA Designation
- No Outstanding Lawsuits or Grievances
- Signed Fiduciary Oath
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