The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a
registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the ;nancial services industry for a minimum of 5 years;
3. Favorable regulatory and complaint history review (As de;ned by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in
a license being suspended or revoked, or payment of a ;ne; B. Had more than a total of three customer complaints ;led against them [settled or pending] with any regulatory
authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory
authority or complaints registered through Five Star Professional’s consumer complaint process; C. Individually contributed to a ;nancial settlement of a customer complaint
;led with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Ful;lled their ;rm review based on internal standards; 5. Accepting new
clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of
client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may
purchase additional pro;le ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s
future performance. 3,315 New Jersey wealth managers were considered for the award; 646 (20% of candidates) were named Five Star Wealth Managers.
Foran Financial Group
Creating a Strategy for
Your Financial Future
• Comprehensive estate planning
• Customized investment strategies
• Lifelong professionalism and care
Left to right: 2014 winner Daniel T. Foran, CFP®, CFS®; Jessica C. Foran, CFP®, CDFA®, CFS®;
2014 winner John F. Foran, M.A., CFP®, CFS®
For more than 30 years, Foran Financial Group has been committed to helping
families and individuals address their life goals. We specialize in developing
unbiased, customized investment and income strategies for the long term. With a
full understanding of the complexities and possible pitfalls of retirement planning,
we seek to help build and protect your wealth throughout your retirement.
235 U.S. Highway 22, Suite 1
Green Brook, NJ 08812
O;ce: (732) 752-9191
Cell: (732) 735-1941
daniel.foran@lpl.com • john.foran@lpl.com
www.foran; nancialgroup.com
Securities and advisor services offered through LPL Financial, A Registered Investment Advisor, member FINRA/SIPC.
H. Alan Gabelmann
Reliable Advice From an
Experienced Advisor
• Customized wealth management strategies
• Exceptional personal service
• Competent and consistent advice
2012 – 2014 year winner H. Alan Gabelmann, Senior Vice President, Wealth Advisor,
CERTIFIED FINANCIAL PLANNER™
Over the last 28 years, Al has provided comprehensive ;nancial planning
and investment management services to high-net-worth families, charitable
foundations and corporate retirement plans. Proper asset allocation, portfolio
diversi;cation and periodic reviews are essential components of each
customized plan. This well-de;ned process promotes satis;ed long-term
client relationships built on a foundation of integrity, responsiveness and
personal attention.
10 Madison Avenue, 1st Floor
Morristown, NJ 07962
Toll-free: (888) 379-1031
Direct: (973) 993-4491
Al.Gabelmann@morganstanley.com
www.morganstanleyfa.com/al.gabelmann
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.
©2014 Morgan Stanley Smith Barney LLC. Member SIPC.
