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Needs-Based Client Solutions
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Helping clients pursue their goals and
objectives using a structured, ongoing, timetested
disciplined approach |
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Utilizing tax-advantaged strategies for the
highly compensated |
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Providing clients with the most up-to-date
asset and income preservation strategies
customized to fit their needs |
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Areas of Focus: Retirement Plan Design, Tax Advantaged
Investing, High-Net-Worth Asset Management |
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Robert F. Ibrahim, First Vice President – Investments, CRPC® |
With more than 20 years of experience in the financial
services industry, my approach is disciplined and effective.
Our practice implements retirement plan design techniques
that strive to provide tax savings for the highly compensated.
Complimentary analysis of qualified, nonqualified and stock
option plans are conducted in order to make the decision-making process for clients easy to understand and implement.
We maintain a target-driven game plan throughout the
process. We then use a time-tested formula for tracking clients'
goals and objectives. We focus on the needs and risk tolerance
of the client.
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Areas of Focus
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Award Selection Process
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Map
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Advisor selection is not reflective of individual client satisfaction or future performance. Please see below for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 1211 0696B 12/11] Wells Fargo & Co. and its affiliates do not
provide legal or tax advice. Please consult your legal or tax advisors to determine how this information may apply to your situation.Investment and Insurance Products:
| NOT FDIC-Insured |
No Bank Guarantee |
May Lose Value |
Five Star Professional 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 New Jersey area (includes Atlantic, Bergen, Cape May, Cumberland, Essex, Hudson, Hunterdon, Mercer, Middlesex, Monmouth, Morris, Ocean, Passaic, Salem, Somerset, Sussex, Union and Warren counties in the state of New Jersey) 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 2013 Five Star Wealth Managers to be no more than 7% of the approximately 51,400 wealth managers in the area. 4,049 award candidates in the New Jersey area were considered for the award, of which 733 were named 2013 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 New Jersey Monthly.
- 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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