2019 Five Star Wealth Manager Award Recipient

We are pleased to announce that Rod was awarded the Five Star Wealth Manager award for the fifth year in a row. He was recently featured in Orange Coast Magazine, Forbes Magazine, and The Wall Street Journal.

By earning this honor, Rod has shown an outstanding commitment to clients. You can view Rod’s award in the publications linked below:

Orange Coast Magazine
Forbes Magazine
The Wall Street Journal 

The Five Star Wealth Manager award is based on objective research criteria. Five Star Professional’s research team evaluates candidates from across major markets annually on ten criteria associated with outstanding service. Each of the award winners has shown a commitment to clients, strong industry credentials and has been evaluated on the quality of his or her practice. Rod has met these criteria and has been honored with the 2019 Five Star Wealth Manager award.

We are excited about this accomplishment and look forward to what great things Rod and FAN will accomplish in the future.