BERKELEY, CA--(Marketwired - Nov 13, 2013) - DeYoe Wealth Management announced today that the firm's Principle, Jonathan K. DeYoe, has been recognized for the 3rd consecutive year as a Five Star Wealth Manager by Five Star Professional & Diablo Magazine. Five Star Wealth Managers are an exclusive group of financial advisors who represent the best in quality wealth management in the San Francisco Bay Area.
Now entering its eighth year, the Five Star Wealth Manager program is the largest and most widely published wealth manager award program in North America, covering more than 40 major markets. Five Star award winners cannot self-nominate and do not pay a fee to be included in the research or the final list of award winners. Each candidate for the award is evaluated against 10 objective criteria to determine who will be given Five Star Wealth Manager status. The criteria include a regulatory review, education, designations, client retention rates, number of clients served, and total assets administered. Click HERE for a complete evaluation process description.
"Finding a good, much less 'The Right,' advisor can be a difficult process. This makes validation by independent research firms like Five Star Professionals an important tool for folks embarking upon this search or simply asking if their advisor is the right advisor for their needs. I am very happy to be included once again," said Jonathan DeYoe, founder and principal of DeYoe Wealth Management. "It is still great, after 20 years, to be recognized for the commitment to a holistic wealth planning process."
The Five Star Wealth Managers list was announced in the November issue of Diablo Magazine.
About DeYoe Wealth Management
Based in Berkeley, California, DeYoe Wealth Management is passionate about helping "citizens of the real world" pursue financial independence. The firm offers an ecosystem of advice that begins with comprehensive financial planning, includes customized asset and risk management solutions, and emphasizes financial education tailored to meet the needs of our clients and their families. Our objective is to help people maximize their Happiness Dividend, becoming financially successful while remaining true to themselves and maintaining their connections to their communities.
About Five Star Professionals
Five Star Professionals out of Eagan, MN is a research organization created to recognize outstanding service professionals in personal service industries where "quality" may be hard to determine. Their primary mission is to build a reliable, unbiased and objectively researched resource to help consumers find service professionals who provide quality services to their clients.
Wealth managers do not pay a fee to be considered or placed on the final list of 2013 Five Star Wealth Managers.
Jonathan K. DeYoe, AIF® & CPWA®, CA Insurance Lic# 0C21749, is a registered principal with securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.
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Contact Information:
Contact:
Nancy Wright Cooper
DeYoe Wealth Management
(510) 848-0012, ext. 103