| Insights
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News and Events:
| On January 17th, I am excited to partner with Debbie Whitlock of Sound Financial Partners and host of the Femme Finance radio program on the CBS Radio Network for a WBO (Women Business Owners) event entitled, Your Family – Your Business – Your Legacy: Dying with Clarity in a Culture of Denial. Our one hour presentation, which will be held at the Karmen Executive Center in Bellevue, will focus on key issues for business owners to get their “house in order,” including estate planning, business succession and insurance. If interested, please contact my office or WBO for more details (http://womenbusinessowners.org/). |
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| FIVE STAR Wealth Manager |
 Stacey Romberg was recently named by Seattle Magazine as a “2012 FIVE STAR Wealth Manager.” She also received this award in 2009, 2010 and 2011. This FIVE STAR designation is awarded to seven percent of the wealth managers in the Seattle area, based on a survey of more than 40,000 Seattle area consumers plus 8,000 leaders of area financial service industry companies. The award is based on nine criteria:
- Customer Service
- Integrity
- Knowledge/Expertise
- Communication
- Value for Fee Charged
- Meeting of Financial Objectives
- Post-Sale Service
- Quality of Recommendations
- Overall Satisfaction
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