Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
Five Star Wealth Managers - Five Star Professional
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
o<br />
2012 <strong>Five</strong> <strong>Star</strong> <strong>Wealth</strong> <strong>Managers</strong><br />
FS 18 — <strong>Five</strong> <strong>Star</strong> award information: www.fivestarprofessional.com<br />
Special advertiSing Section<br />
Pacific Capital Resource Group<br />
r Professi<br />
Guiding the Financial Lives of Thousands of Clients Throughout the Pacifi c Northwest<br />
e <strong>Star</strong> Professiona<br />
Left to right: 2012 winners Lance Peters, Alexander Collins, Colin Campbell, Melissa Larson,<br />
three-year winners Grant Monson and Ryan Fleming<br />
Areas of Focus:<br />
Business, Estate,<br />
Retirement, Investment<br />
and Tax Planning,<br />
<strong>Wealth</strong> Accumulation,<br />
Asset Protection<br />
• Full-service, relationship-based fi nancial advising fi rm<br />
• Quality advice, eff ective implementation strategies and superior service<br />
• Experienced, high-caliber fi nancial professionals ready to address your unique goals and objectives<br />
Designations: CFP®, CRPC®, ChFC®, CASL®, CLU®, AEP®, MSFS<br />
<strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
This year, Pacifi c Capital Resource Group, Inc. is proud to<br />
announce that Colin Campbell; Melissa Larson, CFP®, CLU®,<br />
ChFC®; Alexander Collins, ChFC®, CFP®; Lance Peters; Ryan<br />
Fleming, ChFC®, CASL®, CLU®, AEP®, CFP®, MSFS; and Grant<br />
Monson, ChFC®, CLU®, CFP® have all been selected for the <strong>Five</strong><br />
<strong>Star</strong> award.<br />
As a Northwest boutique planning fi rm, our quality,<br />
relationship-based service is a direct result of the high-caliber<br />
fi nancial professionals who work to meet our clients’ fi nancial<br />
needs every day. Each advisor has their own independent<br />
practice and areas of specialization; however, our strength<br />
Pacific Capital Resource Group, Inc.<br />
remains in the fi rm’s holistic planning approach, which has<br />
allowed us to assist thousands of clients in achieving fi nancial<br />
security and independence. Our objective is to help you, your<br />
family and your business prepare for a secure fi nancial future.<br />
Whether you are in need of advice specifi cally in the areas<br />
of business planning, estate planning, tax planning, wealth<br />
accumulation and asset protection or would simply like some<br />
fi nancial guidance, we have all the experts you need and<br />
welcome the opportunity to work with you!<br />
© <strong>Five</strong> <strong>Star</strong> <strong>Professional</strong><br />
10900 Northeast 8th Street, Suite 1550 • Bellevue, WA 98004<br />
Phone: (425) 641-8788 • www.pcrg.com<br />
ccampbell@pcrg.com • mlarson@pcrg.com • acollins@pcrg.com • lpeters@pcrg.com • rfl eming@pcrg.com • gmonson@pcrg.com<br />
© <strong>Five</strong> <strong>Star</strong> Profession<br />
<strong>Five</strong> <strong>Star</strong> Profes<br />
Registered Representative of, and Securities and Investment Advisory Services offered exclusively through, Hornor, Townsend & Kent, Inc. a Registered Investment Advisor, member FINRA/SIPC. Pacific Capital<br />
Resource Group, Inc. is independent of Hornor, Townsend & Kent, Inc. and is a licensed insurance agency. A2JC-0221-16E2.<br />
<strong>Star</strong> Pr
Change language