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May 22, 2019

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® was placed #43 by Forbes in the San Francisco region on their 2019 Best-In-State Wealth Advisors list. This year’s Best-In-State Wealth Advisors list spotlights over 3,000 top-performing advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.

JENNIFER ELLISON NAMED TO FORBES TOP WOMEN WEALTH ADVISORS
Principal, Jennifer Ellison, CFA, was placed #20 by Forbes on their 2019 Top Women Wealth Advisors list. The list spotlights 250 standout financial strategists across the country. Nominated by their firms, each list member was researched, interviewed and assigned a nationwide ranking.

JENNIFER ELLISON RANKED AMONG FORBES BEST IN-STATE WEALTH ADVISORS
Jennifer Ellison, Principal, CFA was placed #24 by Forbes in the Northern California region on their 2019 Best-In-State Wealth Advisors list. The list spotlights over 3,000 top-performing advisors across the country who were ranked on criteria including revenue produced, compliance records, industry experience, assets under management, and in-person interviews.

Disclosures

Filed under: Firm Updates

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