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Creative Financial Solutions Awarded Five Star Wealth Manager
We are very pleased to announce that David Repka was selected again for 2011 to receive the very prestigious “Five Star Wealth Manager” award, for a third year in a row. This award is given to the top 4% of financial advisors in the Denver Metro Area, and appeared in the November issue of 5280 Magazine and the Colorado Biz Magazine.
Here is a summary of the selection process from 5280 magazine:
“Crescendo administered a survey to over 109,000 households in Metro Denver. On the survey, recipients were asked to evaluate only wealth managers whom they know through personal experience and to evaluate them based upon nine criteria: customer service, integrity, knowledge/experience, communication, value for fee charged, meeting of financial objectives, post sale service, quality of recommendations and overall satisfaction. Both positive and negative evaluations were included in the scoring, and only wealth managers with more than five years of experience in the financial services industry were considered. Next, each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA, the SEC, the State Board of Accountancy and the State Bar. Then, before finalizing the list, wealth managers were reviewed by a blue ribbon panel comprised of individuals from within the financial services industry. Although panelist comments were incorporated into the final score, safeguards were built into the review process to reduce the ability of panel members to influence the composition of the final list on the basis of company affiliation.”
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