8 minute read
Five Star Wealth
Continued from FS-1
Wealth Managers
Paul E. Babaran · Morgan Stanley Guy Eugene Baker · Wealth Teams Alliance Anouchka Marie Balog · Morgan Stanley Larry Alan Bennett · Bennett Financial &
Insurance Services Letitia Steiner Berbaum · The Zandbergen Group Elizabeth Simon Bernay · Morgan Stanley Jeremy Alan Blum · Wells Fargo Advisors Neddie James Bokosky · Securian Financial
Services Susan Diane Bordeaux · Morgan Stanley Tammi Lee Boyd · Wells Fargo Advisors Jack Mike Brkich · JMB Finanial Managers Burton Blayne Brown · Atomi Financial Group Robert Laurence Brown · Morgan Stanley Gayle Nelson Bullock · Morgan Stanley Robert Edward Burns · Thrivent Investment
Management Mark Irvin Burton · Burton Financial &
Insurance Services Christopher Romolo Caira · Advisor Resource
Group John R. Calmes · Cambridge Investment
Research Adam David Carr · Modern Wealth Design Rodney Jerald Chamberlin · Chamberlin & Associates Tony Tinka Chan · Crossroads Planning Daniel Chang · Paving Roads Financial
Strategies and Insurance Solutions Kyle William Chapman · Clarity
Capital Partners James Edward Chiate · UBS Peter Gerard Christenson · Ameriprise Financial
Services, LLC Robert John Conlisk · MassMutual John Thomas Cooke · Cooke Wealth
Management Raymond Brent Crandal · Morgan Stanley Kris Alberto De La Pena · Ameriprise Financial
Services, LLC Wanda Lee Delgado · Insight Financial Advisors David M. DeMars · Lincoln Financial Advisors Jeffrey Sloan Duncan · Lincoln Financial
Advisors Brian Crane Elliott · Valic Financial Advisors Charles Fernand Farrell · Newport Capital
Advisors Curtis Steven Farrell · Financial Management
Network Geoffrey Erik Fellows · LPL Financial Sandra Cheryl Field · Asset Planning Marah Beth Fineberg-Kuck · Wells Fargo
Services Bruce Mathew Galloway · Morgan Stanley John Harlan Gerken Jr. · Centaurus Financial Loreen Michelle Gilbert · WealthWise Financial Andrew Charles Gordon · Centaurus Financial Kate Gregory Walker · Gregory Advisors Anthony Daniel Guinane · UBS Jeffrey L. Halbreich · Ameriprise Financial
Services, LLC Stephanie Marie Hammell · LPL Financial Katerina Hencova · Continuum Consulting
Group Emily Tubola Hermeno · Prosperity Road Paul Douglas Horn · BFSG David Michael Hutchison · Triad Investment
Managment Mark Keizo Iwamoto · Apriem Advisors Katiana Jaclyn Jamm · Ameriprise Financial
Services, LLC Mark Douglas Jillson · LPL Financial Greg Scott Johnstone · KS Financial Advisors Garrett Gunnar Jones · Crossroads Planning Walter Evan Kaminski · Morgan Stanley James Charles Kieckhafer · Centaurus Financial Cheri Lyn Knight · Knight Asset Management Gary Alan Kubesh · Wells Fargo Advisors Tracy Ann Kuntz · Towneley Capital
Management John Robert LaBriola · Laguna Wealth Advisors Benjamin C. Lau · Apriem Advisors Nicole Letarte · Lincoln Financial Advisors Adam Patrick Liquori · APL Wealth
Management Group Julie C. B. Mains · Gold Coast Financial Group Gary Raymond McCarver · Select Portfolio
Management Boulos Gouda Michael · Stewardship Wealth
Management Solutions John Samuel Milia · Wells Fargo Advisors Sarah Minakary · The Rand Group Alan Nakamura · Merrill Lynch Erin Marie Nelsen · Asset Planning Michael Clayton Nelson · Ambassador Wealth
Management Kara P. Noone · Morgan Stanley Nikolas Hiroaki Okita · Ameriprise Financial
Services, LLC Avinash Kochikar Pai · Provence Wealth
Management Group Ross Robert Pake · Legacy Wealth Management Matthew Pixa · My Portfolio Guide Curtis Lawrence Rach · Wells Fargo Advisors Paul Stephen Rand · The Rand Group Isaiah Alexander Real · Laguna Wealth Advisors Tracy Jon Riddle · Wells Fargo Advisors Kenneth Adrian Rieger · Morgan Stanley Donovan Denny Ritter · Spectrum Capital
Investment Group Daniel John Roberts · Centaurus Financial Bryan Benjamin Ross · Pure Financial Advisors Taylor James Salisbury · Stratos Wealth
Partners Scott Thomas Sargent · Wells Fargo Advisors Bradley John Saunders · California Wealth
Transitions Chad W. Schiel · Schiel Wealth Management Floyd Lawrence Schwartz · Wells Fargo Advisors Sandip Singh Sehmi · OC Wealth Advisors Rischi Paul Sharma · Assembly Pointe Financial Scot Alan Shier · Quintessential Financial Shotaro Adam Shiono · Wells Fargo Advisors Jason Bryan Shirk · Ameriprise Financial
Services, LLC Carol Somoano · Asset Planning Jonathan Paul Stouffer · Securian Financial
Services Arthur John Thielen · Thielen Capital Matthew Kristian Todsen · MKT Wealth
Management Richard Earl Umbarger · Wells Fargo Advisors Garrick Philip Updegraph · Wells Fargo Advisors Robert Allen Wagoner · Ameriprise Financial
Services, LLC Tucker T. Watkins · Ameriprise Financial
Services, LLC Kendall Bullock Wear · Morgan Stanley Chad T. Willardson · Pacific Capital Brian Woo · Morgan Stanley Landon Makoto Yoshida · Apriem Advisors James Richard Zivich · LPL Financial
Investment Professional
Tiffany K. Chiu · T. Chiu Law
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified finanCial Planner™ and federally registered CFP (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The Chartered Financial Consultant® credential [ChFC®] is a financial planning designation awarded by The American College.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional (FSP), the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2,482 Orange County-area wealth managers were considered for the award; 143 (6% of candidates) were named 2022 Five Star Wealth Managers. 2021: 2,398 considered, 144 winners; 2020: 2,320 considered, 152 winners; 2019: 2,469 considered, 187 winners; 2018: 2,423 considered, 144 winners; 2017: 1,790 considered, 280 winners; 2016: 1,383 considered, 312 winners; 2015: 2010 considered, 351 winners; 2014: 3,489 considered, 302 winners; 2013: 2,293 considered, 415 winners; 2012: 1,760 considered, 255 winners. This year, we honored 1 Orange County-area investment professional with the Five Star Investment Professional award.
HIGHFLIER
Irvine’s Jonah Bonner previously appeared on Seasons 11 and 13 of the reality TV competition show “American Ninja Warrior.” The 25-year-old contestant is back this season to conquer the nation’s most notorious obstacle course. by Elena Malek
What was your reaction to being called back this season? It’s obviously exciting, but it’s also rewarding. With it being quite a popular show, they have to have new characters all the time, so they’re constantly changing the competitor list. I feel appreciated because I haven’t been replaced by a new person.
How did you train for the competition? There’s a ninja training gym in San Dimas called Movement Lab that I go to every week. (It has) legitimate ninja obstacles that are very similar to the ones on the show. I do a lot of rock climbing (which) helps with grip strength and overall body awareness. I also do mountain biking and BMX, which helps with cardio, and other activities that I enjoy and keep me fit like surfing and running.
You also have a background in trampoline? Yeah! I represented the U.S. for trampoline in 2015 at the World Age Group Championships in Denmark. My trampoline training also helped immensely with air
SEE HIM!
Catch “American Ninja Warrior” on NBC. awareness and reflexes when it comes to controlling my body in the air and grabbing hold of the next obstacle.
What are your goals going into this competition? I just want to have fun. The obstacles are intimidating, but you learn to conquer them. In a sense, it feels like taming a dragon. I’d also love to make it to the national finals, which are in Las Vegas. In 2019, I was three people short of making it. In 2021, I had an early fall on the course. I’m hoping that I can do better than I’ve ever done before and make it all the way this time.
