The Women’s Service Team (WST) of Balasa Dinverno Foltz LLC (BDF) was recently honored with the Five Star Wealth Manager Award, the largest and most widely published wealth manager award program in North America.
The Award is presented to those individuals who meet a number of criteria for quality client service.* Every WST member was recognized, including Matt Mikula, CFP®, CDFA®; and Heather Locus, CPA, CFP®, CDFA® .
The Five Star Award recognition comprises only three percent of Chicago-area wealth managers. The Business Owner Team (BOT) of BDF was recognized earlier this year.
The Award is showcased in the March 21st edition of the Wall Street Journal’s Retirement Report.
*The Five Star Wealth Managers award is based on ten objective criteria – being credentialed; active in the industry for a minimum of five years; favorable regulatory complaint history; positive firm reviews; one-year client retention rate; five year client retention rate; client assets administered; number of clients served; and education and professional designations.