Lakewood, CO (Feb 14, 2019)—Summit Wealth Group announces today that Dan Gilbertson, CFP®, CRPC®, AIF®, Vice President, has been named to Forbes’ Best-in-State Wealth Advisors list in the state of Colorado for 2019. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.
Wayne Bloom, CEO of Commonwealth Financial Network®, Summit Wealth Group’s Registered Investment Adviser–broker/dealer, said, “Congratulations to Dan Gilbertson on this well-deserved recognition by Forbes. It is wonderful to see client-centric, independent advisors who are devoted to providing expert financial planning represented on this list. We appreciate the value Dan brings to our industry and our community, and we remain committed to providing the infrastructure and support Summit Wealth Group's thriving practice demands.”
“To be recognized by Forbes is very humbling, and much appreciated." said Dan. "I’m so proud of our incredible staff for their diligence and hard work in delivering an exceptional client experience. This is truly a team effort. I’m also deeply grateful for the clients I have the privilege of working with every day, whom I consider to be some of my closest friends.”
The 2019 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here.
1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are/will be organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you.
2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.