We are proud to congratulate Lauren Wood, CFA, CFP®, Wealth Manager and Shareholder, for her recognition as one of Forbes Top Women Wealth Advisors in California. This is the seventh edition of Forbes’ rankings and we are pleased to see Lauren included in such an impressive group.
The Top Women Wealth Advisors Best-in-State list is produced annually by Forbes and SHOOK Research. The ranking is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records, as well as quantitative data, such as revenue trends and assets under management.
