Arbutina
Named a Pittsburgh Magazine “Five Star Wealth
Manager”
New
Brighton, PA - July 2009 - Tod R. Arbutina, co-founder
and managing shareholder of Cottrill, Arbutina Financial
Services, Inc., and a registered representative of
LPL Financial, was named by Pittsburgh
Magazine as a Five
Star Wealth Manager and one of the “best personal
wealth managers in the Pittsburgh area” based upon
an extensive survey of client satisfaction.
He
is among less than seven percent of wealth managers
in the region to receive this honor. Arbutina, a CERTIFIED
FINANCIAL PLANNER™ and certified public accountant,
was rated in the magazine's categories of investments,
business planning, financial planning and tax.
Pittsburgh
Magazine developed its list of Five Star Wealth Managers
in partnership with Crescendo Business Services, and
through an independent survey of 47,100 high net worth
residents, magazine subscribers and financial services
industry professionals. With the goal of identifying
wealth managers who successfully achieved key client
satisfaction criteria and scored overall highest in
client satisfaction, respondents were asked to rate
only wealth managers known through personal experience,
and 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.
As
well, only wealth managers with five years of experience
in the financial services industry were considered,
and only after a review of each individual's record
of regulatory actions, civil judicial actions and
customer complaints as reported by the Financial Industry
Regulatory Authority (FINRA) and other regulatory
agencies. Then, before final lists were announced,
each name was reviewed by a “blue ribbon” panel of
individuals from within the industry.
About
Arbutina – Arbutina is a registered representative
with and offers securities, financial planning and
fee based services through LPL
Financial, Member FINRA
/SIPC . He
has been profiled in Kiplinger's,
holds a five-star designation in the Paladin
Registry, an information services company providing
free education, advisor information and matching services
on the web, and is included in the Guide
to America's Best Financial Planners, published
by the Consumers' Research Council of America, a Washington,
D.C. based research organization.
Tax
and accounting services provided by Cottrill,
Arbutina & Associates, Inc. are not affiliated
with Cottrill, Arbutina Financial Services nor LPL
Financial.
New
Brighton, PA - July 2009 - Tod R. Arbutina, co-founder
and managing shareholder of Cottrill, Arbutina Financial
Services, Inc., and a registered representative of
LPL Financial, was named by 