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A Different Way To See The Market
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Helping clients since 1985 |
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Define and reach their dreams and goals |
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Desire, determination and focus all lead to success |
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Gain a new perspective |
Joyce Blonskij began her career in banking, quickly working her way to becoming vice president and branch manager at a major local bank. After nearly 10 years in the banking industry, she transitioned into what she calls the world of high finance, and in 1985, Joyce became an investment advisor at Dean Witter Reynolds, Inc. For more than 18 years, she was a mentor to other women advisors, managed a large client-based practice, and was recognized by her peers at the highest level of achievement for her work with the title of senior vice president. In 2003, she opened her own financial services firm, Blonskij Financial Services, Inc., now located in Fair Oaks, California.
Joyce writes a financial blog you can read at www.BrillianceByBlonskij.com, and is recognized as an experienced financial speaker, offering cutting-edge, highly informative content for a broad audience.
To inquire about availability and to book Joyce to speak to your group or at your next conference, email her at joyce@blonskij.com
Joyce graduated from California State University, Sacramento, and holds a certificate with the American College for Estate Planning Professionals. She is a native of Sacramento, California, and lives with her husband John, their Springer Spaniel Daniel Boone and two cats. They have one daughter, Stephanie.
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Areas of Focus
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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Blonskij Financial Services Inc. are not affiliated.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Advisors, Inc., a Registered Investment Advisor. Blonskij Financial Services, Inc. & Cambridge are not affiliated.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the Sacramento area (includes Sacramento, El Dorado, Placer and Yolo counties in the state of California) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 5,700 wealth managers in the area. 881 award candidates in the Sacramento area were considered for the award, of which 175 were named 2012 Five Star Wealth Managers.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
The Five Star award is not indicative of the wealth manager's future performance.
Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Sacramento Magazine.
Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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