Local financial planner ranked

Ross Lawrence at White Ember Financial Planning in Nevada was recently ranked as one of America’s top next generation wealth advisors by Forbes.

“Most of the names on this list entered the workforce amid the Great Recession. They started their careers at the peak of the financial crisis — in finance no less — when markets were crumbling, financial firms struggled to stay alive and the economy was on the brink of collapse. Today they represent the top-performing young advisors at their firms, and the future of the industry. What’s more impressive is that these millennial advisors, all born in 1980 or later, were newbies on the job when many Wall Street firms were shutting down the advisor training programs they’d just joined,” said Halah Touryalai of Forbes.

Selection process:

To qualify for this ranking, advisors went through a rigorous due diligence process. They must have been born in 1980 or more recent; considered advisors building their own teams and those on teams that are likely to assume a leadership position. Advisors were interviewed and measured qualitatively, by service models, investing process, experience levels and integrity. Each advisor was surveyed by such factors as compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance was not considered because of varying client objectives and lack of audited data. The quantitative and qualitative data are fed into our algorithm, which produces a ranking score.

“While it is a huge honor to be listed by Forbes, I am even more exited about what it means for our firm. This is verification that we are headed in the right direction. It’s very exciting to see our team’s hard work pay off,” said Ross. “our clients trust us with their life savings, that is not something that we take lightly.”