We are honored to announce that
Candy J. Lee has been selected as a Five Star Wealth Manager by the most
widely published wealth manager for 2012 & 2013 award program in North America. Fewer than 7% of wealth managers were chosen,
based on an evaluation of objective criteria associated with advisors who provide
quality services to their clients.
Candy extends a special thank you to all of her clients who have made receiving this
honor possible.
Five
Star Wealth Managers met 10 objective eligibility and evaluation criteria
associated with wealth managers who provide quality services to their clients.
For specific research
methodologies click here
For details on the top 10 objective criteria click here