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Tustin Financial Planner wins Prestigious Award


Julie Newcomb C.F.P. Receives Five Star Wealth Manager Award

Tustin, CALIF. – June 2013 For the second year in a row, Julie Newcomb has received the Five Star Wealth Manager Award for Orange County. In the competitive OC market, less than 4% of the wealth managers were recognized.

“It is very gratifying to receive this honor because it comes from an independent company and takes some important criteria into consideration, such as client retention rates and strong regulatory history. Our high retention rates are something we’re very proud of—they’re a great way for us to measure how we’re doing. Receiving this award is just another reason our current and future clients can feel confident trusting us with their finances.” – Julie Newcomb, CFP™

As a result of her work as a Certified Financial Planner™ for the past 25 years, Julie has become passionate about helping women become financially confident. The personal attention and care that Julie dedicates to each client earns her their trust and regular referrals. In fact, more than 90% of Julie Newcomb Financials new clients are referrals from existing clients.

The Five Star program is the largest and most widely published wealth manager award program in North America. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history.

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