Main BOS Logo

February 18, 2020

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 #42 in the San Francisco region on Forbes’ 2020 Best-In-State Wealth Advisors list. This year’s Best-In-State Wealth Advisors list spotlights over 4,000 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 was placed #19 in the Northern California region on Forbes’ 2020 Best-In-State Wealth Advisors list. The list spotlights over 4,000 top advisors across the country who were ranked on criteria including revenue produced, compliance records, industry experience, assets under management, and in-person interviews.

Filed under: Firm Updates

Share:
back to all posts
SUBSCRIBE TO OUR NEWSLETTER

Get B|O|S Perspectives
in Your Inbox