Wealth Manager Elaine Gennawey Joins Basdakis Wealth Management

By: Basdakis Wealth Management Group, Inc.
 
IRVINE, Calif. - April 25, 2013 - PRLog -- --Irvine, CA-- Elaine Gennawey, LPL Registered Representative and Chartered Retirement Planning Counselor (CRPC) was recently recognized as a Five Star Financial Advisor for the second consecutive year (2012, 2013).  Five Star Professionals are selected based on peer nominations and vetted through a rigorous process aimed at identifying advisors who provide outstanding customer service, experience high rates of client retention and have unblemished records on regulatory compliance.  Only seven per cent of Wealth Managers in Orange County and two per cent nationwide are designated as Five Star Professionals.  The Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2013 Five Star Wealth Managers.

It is because of her professional commitment to her clients that Gennawey recently joined Basdakis Wealth Management.  “I decided to make the move to Basdakis Wealth Management because they share my vision of serving my clients.  As an independent advisor, I will be able to offer a range of financial products with flexibility in providing services that can be tailored to meet the specific needs of my clients.”

Ms. Gennawey, an active member of the Laguna Niguel Rotary since 1994, has held numerous leadership positions in that organization.  She is a member of Platinum Coast BNI.

About Basdakis Wealth Management Group, Inc. – Basdakis Wealth Management Group, Inc. brings together a team of financial professionals with over seventy years of combined expertise to offer comprehensive wealth management services, including financial, estate and tax planning, to individuals and businesses.  Securities and Advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC, the nation’s largest independent Broker-Dealer (as reported by Financial Planning magazine, June 1996-2012, based on total revenue).

For more information, contact Elaine Gennawey at (949) 502-8525.
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Source:Basdakis Wealth Management Group, Inc.
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Tags:Five-star Award
Industry:Financial, Investment
Location:Irvine - California - United States
Subject:Awards
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