Main BOS Logo

February 23, 2021

What’s New at B|O|S

Please read important disclosures HERE.

AARON WAXMAN RANKED AMONG FORBES BEST IN-STATE WEALTH ADVISORS
Principal Aaron Waxman, CPA, CFP® placed #19 in the San Francisco region on Forbes’ 2021 Best-In-State Wealth Advisors list. This year’s Best-In-State Wealth Advisors list spotlights 5,000 top advisors across the country who were nominated by their firms — and then researched, interviewed, and assigned a ranking within their respective states.

JENNIFER ELLISON RANKED AMONG FORBES BEST IN-STATE WEALTH ADVISORS
Principal Jennifer Ellison, CFA placed #5 in the Northern California region on Forbes’ 2021 Best-In-State Wealth Advisors list. The list spotlights 5,000 top advisors across the country who were ranked on criteria including revenue produced, compliance records, industry experience, assets under management, and in-person interviews.

PETER YOON PROMOTED TO DIRECTOR, WEALTH MANAGEMENT IN JULY 2020
Peter will continue to play a vital role on the B|O|S Financial Planning team and be a resource to Wealth Managers at the firm.

ANDREW ADAMS PROMOTED TO MARKETING PROJECT MANAGER
Andrew will expand his responsibilities in regards to managing B|O|S digital marketing programs and reporting within the firm.

Filed under: Firm Updates

Share:
back to all posts
SUBSCRIBE TO OUR NEWSLETTER

Get B|O|S Perspectives
in Your Inbox