2015 Five Star Wealth Manager Award
In January 2015, I had the honor of being recognized with a Five Star Wealth Manager award.
Five Star Professional is a company that promotes research-driven recognition. To be considered for a Five Star Professional award, an advisor must at minimum meet the following criteria:
- Credentialed as an investment advisory representative or a registered investment advisor.
- Actively employed as a credentialed professional in the financial services industry for a minimum of 2 years.
- Favorable regulatory and complaint history review.
- Fulfilled their firm review based on internal firm standards.
- Accepting new clients.
Advisors are then further evaluated by 1 and 5 year client retention rates, non-institutional discretionary and/or non-discretionary client assets administered, number of client households served, and education and professional designations.
Of the 3,105 candidates in the Los Angeles area to be considered, I was one of only 327 to make the final cut.
To see a copy that appeared in Los Angeles Magazine's January 2015 edition, please click here. If you would like more information on this award or what it means for me, please let me know.
Joseph N. Rubinstein
President / CEO
DSI Wealth Management Group, Inc.