Seattle's Best Financial Advisors: A Notable Recognition for Chris Kaminski
We’re excited to announce that our very own Chris Kaminski from Consilio Wealth Advisors has been named as Forbes Best-In-State Top Next-Gen Advisor for 2023!
Earning a spot on Forbes' list is no ordinary feat, and we couldn’t be more proud. This recognition is more than prestige; it signifies the pinnacle of trust, credibility, and excellence in the financial realm. So, what does it truly mean to be recognized as one of the best financial advisors in Seattle?
What Exactly Is Forbes Best-In-State?
Back in 2001, Forbes decided to seek out the most trustworthy, proficient wealth advisors across the nation. Every year, they compiled a Best-In-State that included the most proficient advisors with proven track records of success.
In 2017, Forbes expanded the program with the Next-Gen list, which shouts out young, up-and-coming professionals in an otherwise aging industry. This award is reserved for under 40 advisors who are seasoned, have lived though market cycles, and are the industry’s sought-after experts for family wealth management; positioning them among the best wealth management has ever seen.
Finding the best financial advisors in every state isn’t fast or easy, and Forbes takes their recommendations to the public seriously. This is especially true in high-population cities (like Seattle), where there’s a higher concentration of financial advisors to sort through.
In partnership with SHOOK Research, the Forbes Next-Gen Wealth Advisors rankings are based on an algorithm that includes a mix of qualitative and quantitative qualities. In addition to being 40 years or younger (born in or after 1984), all candidates are required to have at least four years of experience.
The algorithm and decision process considered:
Revenue trends
Assets under management
Compliance records
Industry experience
Incorporation of best practices
For the qualitative part of the decision, advisors went through a variety of interviews: everything from old-school phone calls to web meetings.
For 2023, an incredible 42,108 nominations were received. Of those candidates:
22,874 were invited to complete an online survey
17,996 participated in telephone interviews
3,859 attended in-person interviews
1,487 attended web-based interviews
During this exhaustive process, Forbes considered 3,738 individuals for their Next-Gen ranking.
In the end, only 1,464 advisors were recognized! Collectively, they manage a jaw-dropping $2.5 trillion in assets.
For Washington state specifically, the list includes the best financial advisors in Seattle, Bellevue, Tacoma, and other cities across the state. Only 35 wealth advisors made it to the final cut–and Chris was one of them!
Raising a Glass to Chris (And Everyone at Consilio)
We already knew Chris was a talented and impactful advisor, and seeing him be recognized as one of the top financial advisors in the Seattle area is an accomplishment we couldn’t be more proud to share.
Chris making it to this list isn't just a solo win, either. In fact, to be recognized for this award, you must demonstrate that you have a team-based approach. This win is for all of us – for the Consilio team, for our clients, and for the vision of empowering everyone to achieve financial independence so they can live life to the fullest. If you are reading this as a client of our firm, thank you, we’re only here because of you!
At Consilio Wealth Advisors, we specialize in helping tech professionals make the most of their compensation. You’ve worked too hard to let money steal you freedom, and we’ll help you build a financial strategy that gives you the confidence you deserve! Reach out today to schedule a call.
DISCLOSURES:
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
Consilio Wealth Advisors, LLC (“CWA”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where CWA and its representatives are properly licensed or exempt from licensure.
