Five Star Professional partnered with Orange Coast magazine to conduct extensive research to identify an elite group of local wealth managers who are exceptional in both their ability and their commitment to overall client satisfaction.
A survey was provided to approximately 24,000 high-net-worth households and 9,400 financial services professionals in Orange County. Survey recipients were asked to nominate wealth managers whom they knew through personal experience who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Each award candidate also underwent a thorough review of their regulatory compliance information as reported by FINRA and the SEC. A panel of local financial services industry professionals reviewed the final list and the winners of the Five Star Wealth Manager Award appeared in the April 2012 issue of Orange Coast magazine.
ABOUT DUGGINS FINANCIAL
Duggins Financial is an independent boutique firm that provides retirement plan consulting services to corporations and investment management for private clients. Our mission is to provide our clients with objective and unbiased advice coupled with unparalleled personal service. Our investment philosophy is to manage client’s assets with the intent to generate positive returns with the lowest commensurate risk in all market environments. We are committed to keeping our client’s best interest at the forefront while taking into consideration their long-term goals and objectives.
For more information on Duggins Financial, please visit www.dugginsfinancial.com.
Bill Duggins is a Registered Principal with and securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC
65 Vantis Drive
Aliso Viejo, CA 92656