B|O|S, a leading Bay Area independent wealth management firm, is pleased to announce that Principal, Aaron Waxman, CFA, CFP® was placed by Forbes on their 2019 Next-Gen Best-in-State Wealth Advisors list. Aaron was placed #5 on the list within the state of California. The list includes 1,485 young, talented advisors (171 in California) with team assets amounting to more than $1 million who represent the future of the wealth management industry. Each advisor was nominated by their respective firm, then vetted and ranked by SHOOK Research.
Aaron has been a principal at B|O|S since 2013 after joining the firm in 2010. He also serves on the board of the Stern Grove Festival Association. To view the complete list please click here.
INSIDE THE RANKINGS
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including:
- In-person interviews
- Industry experience
- Compliance records
- Revenue produced
- Assets under management
Read more about the methodology.