Honored to receive recognition
It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, I’ve been named to the 2023 Forbes Best-in-State Wealth Advisors list. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire Itzen Bishop Financial team. This achievement would not have been possible without you.
Forbes rankings are developed by SHOOK Research and are created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. These rankings are based on the opinions of SHOOK Research, LLC, are not indicative of future performance or representative of any one client’s experience and are based on data from the previous two calendar years. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
My interests include: Traveling - especially to UNESCO World Heritage sites, soccer, art, literature, Formula 1, running or hiking outdoors, competing in 10K's, reading and collecting golden age mysteries - especially Agatha Christie.