Wealth Planning Resources, LLC, an independent financial advisory firm in Waltham, MA, today announces that its owner, John B. Steiger, CERTIFIED FINANCIAL PLANNER™, ChFC ®, AIF ®, AEP has been named for the third year in a row to the Financial Times Top 401 Retirement Advisers list for 2018. The fourth annual list, produced independently by the Financial Times in collaboration with Ignites Research, was recently published in a special section of the newspaper’s U.S. edition, as well as on ft.com.
The Financial Times 401 Top Retirement Advisers is an independent listing produced annually by the Financial Times. The list is based on data gathered from advisors, regulatory disclosures, and Financial Times research. It reflects each advisor’s status in seven primary areas: defined contribution (DC) plan assets under management, DC plan business growth rate, specialization in DC business, years of experience, advanced industry credentials, compliance record, and DC plan participation rate.*
John is a 1991 graduate of the University of Vermont. He started his practice, Wealth Planning Resources, in 1993 after spending a year and a half at Fidelity Investments. He holds his Accredited Investment Fiduciary (AIF®) and CERTIFIED FINANCIAL PLANNER™designations and serves on Commonwealth Financial Network®’s Retirement Advisors Council.
John and his firm works with closely held businesses, professional firms, and individuals in the development of their retirement plans, wealth management strategies, and estate plans.
John has conducted seminars on corporate retirement strategies, financial planning, and wealth conservation in various industry associations and large corporations. He has been published in The Boston Business Journal and recently appeared on Radio Entrepreneurs. He also recently spoke at The 2018 Remodelers Summit.
John Steiger said, “I am honored to receive this recognition by the Financial Times. I have been lucky to work for so many great clients over the years helping them reach their financial goals.”
“Congratulations to John Steiger on being honored on this list,” said Wayne Bloom, CEO of Commonwealth Financial Network®, John’s Registered Investment Adviser‒broker/dealer. “To be selected and recognized by the Financial Times speaks to John’s unwavering commitment to his clients’ and retirement plan participants’ goals, and his desire to continually improve and move the industry forward. We remain committed to providing dedicated one-on-one consulting to support the business objectives and continued growth of Wealth Planning Resources, LLC.
About Wealth Planning Resources, LLC
Wealth Planning Resources, LLC has been providing individuals and organizations with financial guidance since 1993. Located at 460 Totten Pond Road, Suite 600, Waltham, MA 02451, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.financialconnector.com. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Wealth Planning Resources, LLC, are separate and unrelated to Commonwealth.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports approximately 1,800 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
*670 qualified applicants were nominated, of which 401 were recognized (60 percent of candidates). This honor is not indicative of the advisor's future performance. Your experience may vary. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the Financial Times 401. For the full methodology, visit ft.com.
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