Five Star award winner Douglas S. Kook

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Delaware Five Star award winner
            
            PROFESSIONAL ACCOMPLISHMENTS AWARDSFive Star Investment Professional award winner 2014, 2024, 2025
 Member of the American Institute of Certified Pulbic Accountants
Member of the Delaware Society of Certified Public Accountants
Member of the National Association of Certified Valuators and Analysts
Member of the Exit Planning Institute

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        *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
    
                    The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria).9. Education and professional designations/ industry and board certifications. 10. Pro Bono and community service work. This year, we honored 1  Delaware-area investment professionals with the Five Star Investment Professional award.