Awards & Recognition

Randy Godshall Named "FIVE STAR" - Best in Client Satisfaction Wealth Managers

March 20, 2009

In the March issue of Orange Coast Magazine, partner Randy Godshall was named a 2009 FIVE STAR: Best in Client Satisfaction Wealth Managers.  Orange Coast Magazine with Crescendo Business Services, an independent research firm, to identify the “best in client satisfaction” wealth managers serving the Orange County area. Crescendo surveyed 44,000 high-net-worth residents in the Orange County area and subscribers of Orange Coast Magazine, with an additional 6,200 surveys sent to leaders of financial service industry companies.   Before finalizing the list, wealth managers were reviewed by a blue-ribbon panel 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.