Awards

The Five Star Wealth Manager
This is an award based on 10 objective criteria associated with providing quality services to clients. Criteria such as credentials, experience, clean compliance record and assets under management are some of the factors considered. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

For ten years running (2010-2019), Bob Gibson was voted as a Five Star Wealth Manager as reported in the annual February or March edition of Sacramento Magazine which represents the top 4% to 7% of wealth managers in the greater Sacramento area.

See  Five Star Wealth Manager

America’s Top Financial Advisors
In 2012, 2013 and 2014, Bob was selected as one of America’s top financial advisors in the book entitled “America’s Top Financial Advisors”. (Conquest Press)

Research Declaration by Conquest Press for the  “America’s Top Financial Advisors” book

“Each of the financial advisors chosen for this book were thoroughly reviewed. Each endured an extensive personal interview and rigorous regulatory background check prior to being awarded acceptance into this book. 

The proprietary screening process we used to rank and rate Financial Advisors consisted of seven components:

1. Asset under management
2. Number of clients served
3. Educational background and professional designations held
4. Client impact – how the financial advisor made a positive difference for their clients
5. Giving back – charitable and philanthropic endeavors
6. A regulatory background check
7. An extensive personal interview

For the 2012 book only 100 advisors were selected. For the 2013 and 2014 books only 50 advisors were selected.