##FIVE STAR Wealth Manager Award
Needham, MA 01/11/2016 – E3 Financial Planning is proud to announce that three of its team members, Owner & CEO Andrea Stackland Winterer, CFP®, John Patrick Foley, CFP® and Jennifer LaFrance have been named 2016 Five Star Wealth Managers* by Boston Magazine. Less than 7% of wealth managers in MA were named to the list.
“This award speaks volumes—not only to the caliber of Andrea, John & Jen’s practices, but also to the quality of work and personalized attention they put in to their clients,” said Wayne Bloom, CEO of Commonwealth Financial Network®, E3 Financial Planning’s independent broker/dealer-RIA. Andrea, John & Jen are valued members of Commonwealth, and we are extremely pleased to see them recognized on this scale.”
The 2016 Five Star program is the largest and most widely published financial services award program in North America. Award candidates are evaluated against 10 objective criteria to determine the Five Star Wealth Managers in more than 40 major markets.
As part of the updated research process for the Five Star Wealth Manager program, firms and peers nominate award candidates. The 2016 Five Star Wealth Managers do not pay a fee to be included in the research or in the final list of Five Star Wealth Managers.
About E3 Financial Planning
E3 Financial Planning has been providing individuals and organizations with financial guidance since 2009. Located at 175 Highland Ave, Suite 304 Needham, MA 02494 the firm prides itself on crafting unique strategies for each client. For more information, please visit www.e3financialplanning.com . Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
- Based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance. For more information please visit www.fivestarprofessional.com.