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John B. Steiger of Wealth Planning Resources, LLC Honored Second Year in a Row in Financial Times Top 401 Retirement Advisers List
Waltham, MA, (September 26, 2017)—Wealth Planning Resources, LLC, an independent financial advisory firm in Waltham, MA, today announces that its owner, John B. Steiger, CERTIFIED FINANCIAL PLANNER ™, ChFC ®, AIF ®, AEP has been named for the second year in a row to the Financial Times Top 401 Retirement Advisers list for 2017. The third annual list, produced independently by the Financial Times in collaboration with Ignites Research, was published today in a special section of the newspaper’s U.S. edition, as well as on-line. To access the full, 12-page special report, including the list of FT 401 advisors, please go to ft.com or click here.
John is a 1991 graduate of the University of Vermont. He started his practice, Wealth Planning Resources, in 1993 after spending a year and a half at Fidelity Investments. He holds his Accredited Investment Fiduciary (AIF®) and CERTIFIED FINANCIAL PLANNERTM designations and serves on Commonwealth Financial Network®’s Retirement Advisors Council.
John and his firm works with closely held businesses, professional firms, and individuals in the development of their retirement plans, wealth management strategies, and estate plans.
John has conducted seminars on corporate retirement strategies, financial planning, and wealth conservation in various industry associations and large corporations. He has been published in The Boston Business Journal and recently appeared on Radio Entrepreneurs. He has also been recognized as Boston area Five Star Wealth Manager published in Boston Magazine 1.
Wayne Bloom, CEO of Commonwealth Financial Network®, John Steiger’s broker/dealer‒RIA, said, “I extend my most sincere congratulations to our plan advisor John Steiger on being honored for the second year on this list. John is deeply committed to his clients and practice, and he possesses the integrity and drive that set him apart in the retirement plan industry. We are pleased to see John recognized, and we will continue to provide the consultative support he needs to successfully manage and accelerate his retirement business.”
John Steiger said, “I am honored to receive this recognition by the Financial Times. I have been lucky to work for so many great clients over the years helping them reach their financial goals.”
To compile this list, the Financial Times evaluated nominees2 on seven broad factors and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM) in defined contribution (DC) plans, degree of specialization in DC plan advising, growth in DC plan AUM, average participation rate in advised DC plans, years of experience as a DC plan advisor, industry certifications, and compliance record. For the full methodology, 3 please visit fp.com. or click here.
About Wealth Planning Resources, LLC
Wealth Planning Resources, LLC has been providing individuals and organizations with financial guidance since 1993. Located at 460 Totten Pond Road, Suite 600, Waltham, MA 02451, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.financialconnector.com. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Wealth Planning Resources, LLC, are separate and unrelated to Commonwealth.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports more than 1,650 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.
1 Five Star Award is based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers' future performance. For more information please visit www.fivestarprofessional.com
2 Approximately 540 qualified applications were received; 401 advisors were selected, representing 74.3 percent of applicants.
3 Not indicative of advisor’s future performance. Your experience may vary.
JOHN STEIGER EARNS ACCREDITED INVESTMENT FIDUCIARY DESIGNATION FROM THE CENTER FOR FIDUCIARY STUDIES
John B. Steiger CFP® has been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360. The AIF Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care for corporate retirement plans, endowments, and high net worth individuals. The Designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by a Code of Ethics. On an ongoing basis, Designees are required to complete continuing education to maintain the AIF Designation.
Mr. Steiger, a resident of Sudbury, MA, is the managing partner of Wealth Planning Resources, LLC, located in Waltham MA. Mr. Steiger is a CERTIFIED FINANCIAL PLANNER™ professional specializing in working with closely held companies advising them on retirement plan strategies, exit planning, and estate planning. In addition, he maintains a fee based financial planning and investment management practice. He is a trustee of The Foundation of Metrowest and member of the Boston Estate Planning Council.
Fi360, based near Pittsburgh, PA, is the first full-time training and research facility for fiduciaries, and conducts training programs at universities throughout the United States and abroad. The Center for Fiduciary Studies confers the AIF Designation as well as the Accredited Investment Fiduciary Analyst® (AIFA®) designation.
Wealth Planning Resources, LLC, was established in 1993 by John Steiger with an office located at 460 Totten Pond Road, Suite 600, in Waltham, MA. The firm advises 250 families and 80 corporations with over $180 million in total client assets. They advise corporations on retirement plan benefits and succession plan strategies. In addition they provide fee based financial plans, insurance and investment advisory services, and estate planning to families and individuals. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.