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Kim Ciccarelli Kantor Recognized in Barron’s Top 100

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For the seventh year in a row, Kim Ciccarelli Kantor, CFP®, CAP®, is being recognized by Barron’s Business and Financial Weekly as one of their “Top 100 Women Financial Advisors” for 2016.

“We are blessed with a solid foundation of continuous learning. The ability to apply knowledgeable advice from the experiences we garner through the generations of clients we serve is priceless,” Kantor said. “Sharing these experiences with clients everyday helps encourage intelligent, well-thought-out financial decisions for clients planning their own lifestyles and financial futures.”

Kantor was ranked 56th on the 2016 list. Her placement within the “Top 100 Women Financial Advisors” is a reflection of several key factors, including the volume of assets that are managed by the team; positive results from customer satisfaction reports; and the quality and professionalism of the practice.

As president and co-founder of Ciccarelli Advisory Services, Inc., Kantor has more than 34 years of financial planning experience and continues to serve generations of families across the United States. Our entire team of advisors and staff passionately embrace a holistic, family-centered approach to financial planning.
Ciccarelli Advisory Services prides itself in being a family-focused wealth management firm. We serve families well because we are a family. Our family of experienced advisors and staff is dedicated to promoting the financial well-being of your family – today and for generations to come.

To view the complete list of the “Top 100 Women Financial Advisors” for 2016, visit Barron’s Website.

 

The “Barron’s Top 100 Women Financial Advisors” – The rankings are based on qualitative criteria: professionals with a minimum of seven years financial service experience, acceptable compliance records, client retention reports and customer satisfaction reports.  Advisors are quantitatively ranked based on varying types of revenues and asset advised by the financial professional, with weightings associated for each.  Additional qualitative measures include: in depth interviews and discussions with senior management, peers and customers.  Because individual client’s portfolio performance varies and is typically unaudited, this ranking focused on customer satisfaction and quality of advice.  Please see http://online.barrons.com/report/top-financial-advisors for more information.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
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