Orange County Five Star Wealth Manager 2011

Area Wealth Managers Qualify for Award Based on Consumer Research

Minneapolis, March. 1, 2011 – Five Star Professional has named the Orange County recipients of the 2011 Five Star Wealth Manager award. The award winners appear in a special section in the March issue of Orange Coast magazine.

Five Star Professional partnered with Orange Coast magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Fewer than three percent of the 12,800 wealth managers in the Orange County area were selected.

A survey was provided to approximately one in four high-net-worth-households (more than 74,000 consumers), and 10,300 financial services professionals within the Orange County area. Survey respondents were asked to evaluate wealth managers they knew through personal experience and to evaluate them based upon nine criteria. Both negative and positive evaluations were included in the scoring. Only wealth managers with a minimum of five years of experience were considered. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by regulatory agencies. The final list was reviewed by a panel of local financial services industry professionals.

Five Star Professional provides localized, independent client satisfaction research on the performance of service professionals. Five Star Professional conducts research with consumers, and industry peers and leaders, to identify service professionals who score highest in overall satisfaction. Award candidates also undergo a thorough regulatory review. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and now, Canada. Five Star Professional was founded in 2005 and is based in Minneapolis. For more information, go to:

*The 5 Star Wealth manager is an award based on client satisfaction. Respondents evaluate criteria such as customer service, expertise, value for fee charge and overall satisfaction. The overall score is based on an average of all respondents and may not be representative of any one client’s experience.



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