B|O|S, a leading Bay Area independent wealth management firm, is pleased to announce that Principal, Aaron Waxman, CFA, CFP® was placed #28 by Forbes on their 2019 Top Next-Gen Wealth Advisors list. The list includes 250 young, talented advisors 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—determined by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including:
- In-person interviews
- Industry experience
- Compliance records
- Client retention
- Assets under management
Read more about the methodology.