Candace Bahr named top wealth manager in San Diego for fourth consecutive year; also named national leader in assisting women in areas of finance by LPL Financial, the nation’s largest independent broker-dealer* and investment firm in the United States.
San Diego, June 2012: In a unique double accolade, Candace Bahr, co-founder of Bahr Investment Group, an independent wealth management firm in Carlsbad, has been named a Five Star Wealth Manager ** for 2012. This designation puts Bahr in the top three percent of wealth managers in San Diego. Honorees were chosen based on a survey of peers in the financial management industry and 68,000 high-net worth consumer households in San Diego County, as well as San Diego Magazine subscribers.
Criteria for inclusion is rigorous and includes: Rankings on industry-recognized lists, number of clients served/client retention, educational background and professional designations, assets under management, professional longevity, regulatory review, and the impact her services have made on clients.
Bahr, a CEA and CDFA, was also just named a national professional and leader in assisting women financially by LPL Financial. Of 12,800 potential candidates, she was chosen along with only three other women in the country, who have consistently applied best practices by effectively serving women investors through their businesses.
As a nationally recognized advocate of women and their financial independence, Bahr’s client base is comprised of 70% single, divorced or widowed women in transition, and 30% couples. Her firm offers an extensive variety of services to meet their clients’ unique needs, from total wealth management offerings to comprehensive investment options. For Bahr, “It is an honor to be recognized for the work I have been doing for over thirty years. I’m absolutely passionate about helping clients, especially women, build and maintain their wealth by delivering caring and competent financial planning and investment advice. At Bahr Investment Group we recognize women’s special needs whether they are single or married, whether they have earned their own money, sold a business or come into it through an inheritance. Because their financial situation has an incredible effect on the quality of their lives, our business carries a tremendous responsibility that we never take lightly.”
Bahr has found great success helping women in transition by incorporating a holistic approach to financial planning that includes her innovative LIFE ™ Process, which integrates Learning, Investing, Following-through and Enjoying. According to a recent article quoting Bahr in the Wall Street Journal, Bahr Investment Group has over 96 million dollars in assets under management.** *
Bahr’s passion to help is not limited to her practice. She co-founded WIFE.org almost twenty-five years ago with fellow wealth professional Ginita Wall, who was honored along with her as one of San Diego’s Five Star Wealth Managers for 2012. Wall is a Forensic Accountant, CPA, CFP®, and CDFA. The pair’s lifelong mission, helping women connect with resources that help them prosper and grow financially, has benefitted tens of thousands of individuals over the years. Bahr and Wall have served WIFE selflessly, offering free, non-biased, professional financial advice, educational curriculums and Second Saturday Divorce Workshops for nearly one quarter century, donating all proceeds back into WIFE and the community in the form of scholarships. For the millions of women who handle their own and family finances, WIFE.org is a trustworthy and complete source for information and guidance.
Candace Bahr is a highly acclaimed author and speaker on the topic of women and money. She is widely quoted in women’s magazines as well as The New York Times, Fortune, Bloomberg, Money Magazine and The Wall Street Journal and has appeared on MSNBC, CNBC, NBC Nightly News and CNN Headline News.
For more information, visit www.bahrgroup.com and www.wife.org.
*As reported by Financial Planning magazine, June 1996-2011, based on total revenue
**Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or place on the final list of 2012 Five Star Wealth Managers
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Ginita Wall is not affiliated with LPL Financial or Bahr Investment Group