Local Certified Financial Planner Named to Forbes 2023 Best-in-State Wealth Advisors List

May 5th, 2023
Contact: Rose Colella, Communications Manager
Local Certified Financial Planner Named in to
Forbes 2023 Best-in-State Wealth Advisors List

Mary Sterk, CFP™ and President of Sterk Financial Services, has been named to the National Forbes 2023 Best-In-State Wealth Advisors List. Previously, Sterk has been named on both the Forbes Best-In-State Wealth Advisors and Forbes Top Women in Wealth lists, making this the 6th year running, 2018-2023.  “I am humbled and honored to be named to this list.  Women represent a minority in the financial services industry, and I am proud to be among those recognized.says Sterk.
Sterk went through a rigorous screening process.  The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data.  Criteria include years of industry experience and weighs factors like revenue trends, assets under management, compliance records, and those that encompass best practices in their approach to working with clients.  Neither Forbes nor SHOOK receive a fee in exchange for rankings.