David P. Koenig of Beaconsfield Financial Services, Inc. Appears in Pittsburgh Magazine as a Five Star Wealth Manager for 2018

David P. Koenig accomplishes what only a small percentage of wealth managers in the Pittsburgh area have achieved
By: David P. Koenig
 
David P. Koenig, Beaconsfield Financial Services
David P. Koenig, Beaconsfield Financial Services
CANONSBURG, Pa. - June 8, 2018 - PRLog -- Five Star Professional is pleased to announce David P. Koenig, Beaconsfield Financial Services, Inc., has been chosen as one of Pittsburgh's Five Star Wealth Managers for 2018.

Five Star Professional partnered with Pittsburgh Magazine to recognize a select group of Pittsburgh-area wealth managers who provide quality services to their clients. David P. Koenig, along with other award winners, will be featured in a special section of the July issue.

"I am a Chartered Retirement Planning Counselor℠ and Vice President who strives to achieve a standard of excellence in wealth management services through the use of tactical wealth preservation strategies. I emphasize on building solid relationships based on trust, integrity and respect. I also service 401(k)s for corporate clients," said David P. Koenig of Beaconsfield Financial Services, Inc.

The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

"Based on our evaluation, the wealth managers we recognize are committed to pursuing professional excellence and have a deep knowledge of their industry. They strive to provide exemplary care to the people they serve," stated Dan Zdon, CEO, Five Star Professional.

David P. Koenig's Five Star award profile can be viewed here.

"My dad taught me the value of money at a young age ... often saying 'either make the bank rich ... or yourself.' I closed my savings account at the age of 10 and bought my first stock — I was hooked. I knew at that point what I wanted to do for the rest of my life," David P. Koenig stated.

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,653 Pittsburgh wealth managers were considered for the award; 227 (14 percent of candidates) were named 2018 Five Star Wealth Managers.

For research methodology information visit www.fivestarprofessional.com.

Contact
David P. Koenig
Beaconsfield Financial Services
***@beaconsfieldfinancial.com

Photo:
https://www.prlog.org/12710329/1
End
Email:***@beaconsfieldfinancial.com
Tags:Award Winner, Five Star Professional, Wealth Manager
Industry:Finance
Location:Canonsburg - Pennsylvania - United States
Subject:Awards
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