Valorem Financial in the News
Kim Gieseler was awarded the 2018 Five Star Wealth Manager Award for the Seventh Consecutive Year
We are pleased to announce, for the sixth consecutive year (2012-2018), that Kim Gieseler has been selected as a recipient of the of the prestigious Five Star Professional Award for wealth managers. Five Star Professional partnered with 5280 & Colorado Biz magazine to recognize a select group of wealth managers who provide quality service to their clients. Fewer than four percent of all wealth managers were selected for this honor.
The Five Star Wealth Manager award is a large, widely published award program in the financial services industry. Wealth manager award candidates are identified through firm nominations, peer nominations and industry qualifications. *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 placed on the final list of 2012-2017 Five Star Wealth Managers.
Watch Kim Gieseler win the 2016 Emerging Practice of the Year Award from Peak Advisor Alliance
Metis Financial Group is proud to be the recipient of the 2016 Emerging Practice of the Year Award from Peak Advisor Alliance
Peak Advisor Alliance, the nation’s premier financial advisor coaching program, is thrilled to announce that Metis Financial Group has won its 2016 Practice of the Year Award. Peak Advisor Alliance, a consulting company that provides coaching for financial advisors all over the country, annually honors a financial services firm from among its members that has significantly enhanced its service to clients and shown outstanding growth.
Founder and Wealth Advisor, Kim Gieseler, CFP®, RICP®, and her team received the award on May 26th in Scottsdale, Arizona during Peak Advisor Alliance’s national membership conference attended by over 500 people. She was chosen from among some of the top wealth management practices in the nation.
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Kim Gieseler was interviewed by Matt Ackermann while at Peak Advisor Excell Spring 2016 in Scottsdale, Arizona about her practice and recent award.
