I recently learned that I received the Five Star Wealth Manager Award for Orange County for the second consecutive year! Although it’s always nice to be recognized, what I particularly like about this award is that it’s unbiased (you don’t pay to be considered) and it’s based on important, objective criteria like high retention rates (clients are happy) and positive regulatory and complaint history (you are giving good service).
When it comes to working with a wealth manager, you want to make sure you choose someone you can trust. But selecting a CFP to manage your money is about as intimidating as choosing the right doctor. For starters, how do you know if they’re any good? Will you feel comfortable with them? What are other people saying about them? Before you hand over thousands or more dollars to someone, you want to make sure they are qualified with a strong track record and a trail of happy clients behind them, right?
Although the Five Star Wealth Manager Award is not an exhaustive list for choosing someone to manage your money, it’s a good place to start because you know that the individuals listed have been reviewed by an independent company and are among the top 4% wealth managers in Orange County. Check out my press release for the award below to find out more details about the Five Star Wealth Manager program.
Julie Newcomb, a CERTIFIED FINANCIAL PLANNER™ in Orange County, CA, specializes in financial planning for women. As a wife, mom and business owner, Julie understands the pressures and challenges most women feel on a daily basis as they juggle many important priorities. Julie’s favorite thing about her job is the ability to give women peace of mind when they entrust her with their finances. To learn more about Julie Newcomb Financial, go to julienewcomb.com.