SCF Team Ranked No. 1 Financial Advising Firm in California
Moneywise Wealth Management earns spot on 2012 Inc. 500|5000 exclusive list of nation’s fastest-growing private companies
NEW YORK, NY — Inc. magazine today ranked Moneywise Wealth Management on its sixth annual Inc. 500|5000 list, an exclusive ranking of the nation’s fastest-growing private companies. While the list ranked Moneywise at 1,441 in its list of 5000, it is ranked number 83 within the financial services industry, and number one within the list of California financial advisor firms. The complete list represents the most comprehensive look at the most important segment of the economy—America’s independent entrepreneurs. Moneywise Wealth Management of Bakersfield, California, joins Yelp, yogurt maker Chobani, Giftcards.com, KIND and famed hatmaker Tilly’s, among other prominent brands featured on this year’s list.
Sherod Waite, partner at Moneywise Wealth Management, shared his views of this honor, “We are proud of all the hard work our staff has put in to help us succeed. We recognize that we could not grow the way we have without our central focus being on the satisfaction of each of our clients.”
The firm’s advisors produce and host the popular “Moneywise Guys” radio program, which airs weekdays from 10 a.m. to noon on KERN 1180 AM. Moneywise, which was formed in 2003, is a locally-owned and operated fee-based wealth management firm that employs a staff of ten local residents.
“It really boils down to service,” says partner Paul Anderson. “If our clients get the service they deserve, they’re happy, we’re happy, and the business grows. It’s a win-win. We can go home at night feeling proud that we have made a positive difference.”
In the last three years, the company has grown by 209 percent, which is more than double the median 97 percent growth rate of all companies listed in Inc.’s 2012 list.
“Now, more than ever, we depend on Inc. 500/5000 companies to spur innovation, provide jobs, and drive the economy forward. Growth companies, not large corporations, are where the action is,” says Eric Schurenberg, editor of Inc. Complete results of the Inc. 5000 can be found at www.inc.com/5000.
ABOUT MONEYWISE WEALTH MANAGEMENT
Moneywise Wealth Management works with clients to create individual financial plans and offers services in retirement planning, 401(k) and pension rollovers, education and goal funding, investment advisory services, and annuity and insurance services. Moneywise offers services through SCF Securities—a boutique broker-dealer and Registered Investment Advisor headquartered in Fresno, California, with independent financial advisors nationwide.
ABOUT SCF SECURITIES
SCF Securities is a full-service, independent broker-dealer who chooses to work with a select group of successful financial professionals. SCF has provided comprehensive financial service solutions for our advisors and their clients nationwide since 1992, constantly evaluating feedback from clients and advisors to ensure that its representatives are always positioned for success. Its intentionally-designed boutique broker-dealer culture empowers financial advisors by ensuring the Diamond Standard of service in every area of the firm. SCF operates within a culture of teamwork, respect, integrity, and commitment to excellence. Each member of the firm’s management team has experience working as an advisor and understands what is needed to empower financial advisors and their clients. The SCF group of companies is headquartered in California’s central valley and has a carefully-selected group of approximately 200 financial professionals. For more information, please visit www.scfsecurities.com.
THE SCF GROUP OF COMPANIES
Securities offered through SCF Securities, Inc., Member FINRA/SIPC
Investment Advisory Services offered through SCF Investment Advisors, Inc.
Insurance Services offered through SCF Marketing, Inc.
Written by Grant Cox | Google+