In the News | Oct 27, 2014
D.B. Root & Company senior advisor Steven Kohler named 5-Star Wealth Manager
Steven KohlerCFP®, CPFA®
CFP®, CPFA®
D.B. Root & Company, a Pittsburgh based independent Wealth Management firms, is pleased to announce that Financial Advisor Steven Kohler has again qualified for Five Star Wealth Manager award by Pittsburgh Magazine and Five Star Professional.
This has become a yearly achievement for the senior member of D.B. Root’s team for four years running.
To win this prestigious award, an advisor needs to satisfy ten objective criteria including five years as an active credentialed financial professional, favorable regulatory and complaint history fulfillment of firm’s internal review, accepts new clients, high client retention rates, tenure in the industry, financial credentials, number of clients served, client assets administered as well as education and professional designations.
David Root, Founder and CEO of D. B. Root & Company states, “we are very fortunate to have such accomplished advisors helping clients achieve their financial goals. Steve not only lead by example with his exceptional client focus and expertise –he is also a key member of our leadership team. I congratulate him both on being selected to this exclusive group of wealth managers in our industry.”
Kohler is being recognized as the result of a rigorous research process that included a regulatory and consumer complaint review, and an evaluation of objective criteria associated with wealth managers who provide quality services to their clients. He was chosen from over 2,000 Pittsburgh-area wealth manager candidates according to Crescendo Business Service, a national independent research firm that coordinated the program.
The award is not indicative of the wealth managers’ future performance. For more information please visit www.fivestarprofessional.com.
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Steven Kohler
CFP®, CPFA®