FIVE STAR Wealth Managers

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List compiled by Crescendo Business Services. Names in boldface also appear in the profiles that follow. Wealth Manager additional financial services: AC=Accounting; BK=Banking; BP=Business Planning; CG=Charitable Giving; EP=Estate Planning; FP=Financial Planning; IN=Insurance; IV=Investments; LC=Long-term Care; TS=Trust Services; TX=Taxation; WP=Will Preparation

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FINANCIAL PLANNING CONTINUED

Michael Fenison
Pure Financial Advisors
IV

John W. Fieberg, Jr.
Edward Jones
EP; IN; IV

Kristopher Field
Field Wealth Management Group
CG; EP; IV

Todd Frank
Frank Financial Services
EP; IN; IV

Ken Frost
Wheeler/Frost Associates
BP; EP; IV

Daniel Gensler
LPL Financial
CG; IN; IV

Tom Gibbings
20/20 Financial
Advisers of San Diego
EP; IN; IV

Orin Green
Ameriprise Financial Services
EP; IV

Bill Gunderson
Gunderson Capital Management
IV

Gary Gunning
Barney & Barney
IN; IV

Terry Gustafson
Gustafson Financial Solutions
BP; IV; TX

Judy Hagar
Wolters, Hagar & Pratt Financial/DBA WHP Financial
BP; IN; IV

Fred Hamsayeh
Aegis Asset Management
IN; IV; LC

Jeanni Harrison
Harrison-deCharon
IV; TX

Philip Harrison
Ameriprise Financial Services
BP; IN; IV

Shawn Heffernan
Hefferman Group
IN; IV; TX

Matthew Horsley
Pure Financial Advisors
CG; IN; IV

Kevin Hoyle
HoyleCohen
BP; EP; IV

Tamara Huey
Ameriprise Financial Services
EP; IN; IV

William Irwin
AIG Financial Advisors
IN; IV; LC

Jason Jenkins
Jenkins Wealth Management
EP; IV

John Jenkins
Asset Preservation Strategies
EP; IN; IV

Duke Johnson
La Jolla Institute for Wealth Management
IN; IV; LC

Ken Johnson
Edward Jones
BP; IN; IV

James King
Ken Stern & Associates
EP; IV

Linda Kitchens
Hokanson Associates
CG; EP; IV

Andy Knutson
AIG Financial Advisors
BP; IN; IV

Dean Koci
Mass Mutual/Pollakov Financial Group
BP; IN; IV

Josh Koehnen
Financial Designs
EP; IN; IV

Brian Krause
UBS Financial Services/The Gupta Group
BP; IN; IV

Steven K. Krogh
LPL Financial
CG; EP; IV

Dan Laframboise
DL Wealth Management Group
IN; IV

Timothy Landry
Landry Financial
CG; IN; IV

Michael Lerner
LPL Financial
EP; IN; IV

Michael Lincoln
LPL Financial
EP; IN; IV

William Litton
LPL Financial
EP; IN; IV

Margaret Lombardo
The Financial Team
BP; IV; TX

J. Marc Lord
Comprehensive Financial Group
EP; IN; IV

Xavier Mahdion
Principal Financial Group
BP; EP; IV

Kyle Malmstrom
Centara Capital
CG; IN; IV

William McColl
Morgan Stanley
CG; EP; IV

Bruce McIndoe
Bruce McIndoe & Associates
IN; IV; LC

Brian McLean
Infinity Financial & Insurance Services
CG; EP; IN

Brendan McNamara
Fidelity Brokerage Services
CG; EP; IV

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