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Scott Warner of Life Design Financial Named FIVE STAR Wealth Manager by Orange Coast Magazine

Top Quote In March 2009, Orange Coast Magazine announced its selections for the 2009 FIVE STAR Wealth Managers including Scott Warner of Life Design Financial, a Fullerton-based financial planning and wealth management firm. End Quote
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    Quote"I make a personal commitment to helping each of my clients reach their financial goals, so this award is a big honor for me," Scott Warner said.Quote
  • Orange County, CA (1888PressRelease) March 24, 2009 - In the March issue of Orange Coast Magazine, the 2009 FIVE STAR: Best in Client Satisfaction Wealth Managers were announced, including Scott Warner of Life Design Financial, a Fullerton-based financial planning and wealth management firm.

    Orange Coast Magazine formed a partnership with Crescendo Business Services, an independent research firm, to identify the “best in client satisfaction” wealth managers serving the Orange County area. The process began in August 2008 when Crescendo surveyed 44,000 high-net-worth residents in the Orange County area and subscribers of Orange Coast Magazine. An additional 6,200 surveys were sent to leaders of financial service industry companies.

    Recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. The surveys were then evaluated by Crescendo, including only those wealth managers with at least five years of experience in the financial services industry.

    Each wealth manager was then reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. Finalists were reviewed by a blue-ribbon panel comprised of knowledgeable individuals from within the financial services industry.

    The resulting list of 2009 FIVE STAR Wealth Managers is an elite group, representing less than 3 percent of the wealth managers in the Orange County area. Only 187 of the top-scoring wealth managers made this year’s list, including Scott Warner of Life Design Financial.

    For more information about Scott Warner or Life Design Financial, call 714-738-7811 or visit the firm online at http://www.lifedesignfinancial.com. For more information on the FIVE STAR Award and the research and selection methodology behind this year’s award winners, visit http://www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf.

    With 20 years of experience, Scott Warner is the president and founder of Life Design Financial, an independent financial planning and investment firm in Fullerton, California. Life Design Financial takes a holistic approach to financial planning which considers all elements of a client’s life or business. The firm specializes in providing comprehensive, values-centered financial planning, wealth and investment management, and retirement and estate planning.

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