Apr
16

Look Where You Can Find Us, Among The Top Advisors, According to Barrons

posted on April 16th 2020 in WorthPointe News with 0 Comments

We are excited to announce that WorthPointe made Barron’s list of 2020 Top Advisors. Ranked by state, the rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of advisors’ practices. Investment performance isn’t an explicit criterion in the rankings. Barron’s also examines regulatory records, internal company documents, […]

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Sep
18

We Made Financial Advisor Magazine’s 2019 RIA List

posted on September 18th 2019 in WorthPointe News with 0 Comments

We’re thrilled to see our firm among Financial Advisor Magazine’s 2019 RIA Ranking. It’s always an honor to be among so many other great firms. Putting our clients first and bringing them the most innovative strategies we can has led to our success. As always, we want to thank our amazing clients, who entrust us […]

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Mar
14

WorthPointe Named Among Top Financial Advisors in San Diego for Second Year in a Row

posted on March 14th 2018 in San Diego CFP Team Posts & WorthPointe News with 0 Comments

“As a boutique San Diego financial advisory firm, WorthPointe provides clients with the benefit of expertly tailored and customized advice.” – AdvisoryHQ We’ve made one of AdvisoryHQ’s lists for the second year in a row in San Diego. WorthPointe has been named as one of the top 10 San Diego Financial Advisors. AdvisoryHQ selects the […]

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Oct
30

Allison Blake Named Among Top List Women Business Leaders in San Diego

posted on October 30th 2017 in San Diego CFP Team Posts with 0 Comments

WorthPointe Chief Operating Officer Allison Blake has been named a top 100 finalist for the 2017 Business Women of the Year Awards! Click here to view the finalists. This event recognizes dynamic women business leaders who have contributed significantly to San Diego’s workplaces and communities. Now in the 24th year, the San Diego Business Journal recognizes these […]

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May
15

WorthPointe Featured on Best Austin Financial Planners List

posted on May 15th 2017 in Austin CFP Team Posts with 0 Comments

WorthPointe Named Top Austin Financial Planner

The Austin Business Journal recently featured WorthPointe on their list of top Financial Planning Firms in the Austin area that they released earlier this month. The 2017 list of financial planning firms was open to comprehensive financial planners with offices in the Austin area. We’re proud to provide support the Austin community with comprehensive and […]

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Apr
04

WorthPointe Named Among Top San Diego Financial Planners

posted on April 4th 2017 in San Diego CFP Team Posts & WorthPointe News with 0 Comments

We are thrilled to be named one of the top 10 Best Financial Advisors in San Diego by AdvisoryHQ. AdvisoryHQ independently researches the list and does not accept nominations. The information they share with is unbiased; they do not receive any compensation or incentives to list a financial advisor in San Diego, California, in any […]

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