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Pittsburgh Five Star award winners

PROFESSIONAL PROFILE

George M. Kapusta & Bridget K. Loutzenhiser

Kapusta Financial Group
110 Fort Couch Road, Suite 108
Pittsburgh, PA 15241
Office: 412-851-1400
kfg@kapustafinancial.com
www.kapustafinancial.com

Professional Approach

In a world where there are often more questions than answers, Kapusta Financial Group provides you with the information and advice you need to make sound decisions to meet your financial goals.

Whether it’s managing your investments or creating a comprehensive financial plan for you and your family, our certified financial planners are dedicated to providing you with exceptional service. That’s why we’ve been able to build a reputation as one of Pittsburgh’s independent financial advisors.

We understand the importance of putting you on the right path for financial success and we stand ready to work with you in all areas of financial planning – providing you with a sound financial road map for the future.

Serving you – our client – is the cornerstone of our business.

Our team consists of experienced, CERTIFIED FINANCIAL PLANNER™ professionals with over 40 years of combined finanial planning and investment experience who work hard to earn and keep your trust. With a commitment to putting the goals, objectives, and interests of our clients first, Kapusta Financial Group provides custom-tailored solutions for each client.

George M. Kapusta, CFP®

President

Phone: 412-851-1400

Bridget K. Loutzenhiser, CFP®

Investment Advisor Representative

Phone: 412-851-1400
This award was issued on 6/1/20 by Five Star Professional (FSP) for the time period 09/16/2019 through 04/10/2020. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1886 Pittsburgh-area wealth managers were considered for the award; 224 (12% of candidates) were named 2020 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2019: 1667, 251, 15%, 6/1/19, 9/17/18 - 4/12/19; 2018: 1653, 227, 14%, 6/1/18, 9/28/17 - 4/17/18; 2017: 1133, 277, 24%, 6/1/17, 9/27/16 - 4/11/17; 2016: 1064, 423, 40%, 5/1/16, 10/7/15 - 4/19/16; 2015: 1494, 442, 30%, 6/1/15, 10/7/14 - 4/19/15; 2014: 1721, 458, 27%, 6/1/14, 10/7/13 - 4/19/14; 2013: 1777, 545, 31%, 6/1/13, 10/7/12 - 4/19/13; 2012: 1863, 493, 26%, 6/1/12, 10/7/11 - 4/19/12.
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Kapusta Financial Group, Inc. (dba Kapusta Financial Group) is registered with the Securities and Exchange Commission as an investment adviser and, as such, we provide advisory services rather than brokerage services. Additional information about Kapusta Financial Group is available by accessing the SEC's web site at www.adviserinfo.sec.gov. The SEC's web site also provides information about any persons affiliated with Kapusta Financial Group who are registered, or are required to be registered, as investment adviser representatives of the firm.

*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.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The 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 clients' 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 FSP or this publication. 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 FSP in the future. Visit www.fivestarprofessional.com.