Financial Dashboard Online Vault
Financial Alternatives

Financial Alternatives News and Insights

Integrated Wealth Management

Financial Alternatives, Inc. named Five Star Wealth Manager

We are pleased to announce that Financial Alternatives, Inc. has been named a 2013 Five Star Wealth Manager. The 2013 award winners were just announced and they will be included in the January issue of San Diego Magazine. This is a level of excellence achieved by fewer than 7 percent of the Wealth Managers in San Diego. This selection is the result of a research process that included a regulatory and consumer complaint review, and an evaluation of objective criteria associated with wealth managers who provide quality services to their clients. The Five Star Wealth Manager program is one of the largest and most widely published wealth management accolade programs in North America.

As a 2013 Five Star Wealth Manager, we are receiving an honor that reflects our hard work and dedication to our clients. We wanted to share this good news with you.

Blog, GeneralJim Freeman, CFP®