An accomplished financial professional, Marguerite Cassandra Toroian is the author of “Don’t Buy the Bull.” Marguerite Toroian was awarded the Five Star Wealth Manager Award from 2011-12 and 2015-18.
The Five Star Wealth Manager Award is given out by Five Star Professional. It is based on 10 different markers to evaluate a candidate’s eligibility and measure his or her work. Professionals are first organized by their location geographically, and then peers and firms are asked to nominate those who they believe qualify. From this pool, Five Star Professional researches those nominated to make sure they fulfill the evaluation criteria.
From this they ask the nominees themselves to submit information about their work including complaint history, their experience in the field of at least five years, current credentials, and whether they are currently accepting new clients. They also consider client retention rate at the one-year and five-year markers. The award is also reviewed by individual firms before the results are published. These areas are all taken into consideration when deciding who eventually receives the Five Star Wealth Management Award.
The Five Star Wealth Manager Award is given out by Five Star Professional. It is based on 10 different markers to evaluate a candidate’s eligibility and measure his or her work. Professionals are first organized by their location geographically, and then peers and firms are asked to nominate those who they believe qualify. From this pool, Five Star Professional researches those nominated to make sure they fulfill the evaluation criteria.
From this they ask the nominees themselves to submit information about their work including complaint history, their experience in the field of at least five years, current credentials, and whether they are currently accepting new clients. They also consider client retention rate at the one-year and five-year markers. The award is also reviewed by individual firms before the results are published. These areas are all taken into consideration when deciding who eventually receives the Five Star Wealth Management Award.
