Malvern-based Certified Financial Planner™ earns professional honor 

December 1, 2016 – Malvern, PA – Independent Certified Financial Planner professional and Managing Owner of PlumTree Financial Planning, Beth D’Andrea, CFP®, was presented with the 2016 Five Star Wealth Manager Award for the Philadelphia market from Five Star Professional, a market research organization dedicated to defining and promoting professional excellence. These honors will be published in Philadelphia Magazine’s December 2016 issue.

“I am honored to be recognized by Five Star Professional,” stated Beth D’Andrea, CFP®. “Our goal at PlumTree is to provide a highly personal ‘human advisory’ approach, providing comprehensive financial planning to everyday people. This award affirms that we are building on those goals.”

Five Star Professional partnered with Philadelphia magazine to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Fewer than seven percent of wealth managers in Philadelphia were selected for this award. Five Star Professional chose DeCesare as an award recipient based on its independent internal and external research data, including assessment of credentials, education, tenure and regulatory standards. The market research organization also conducts an annual survey of registered financial services professionals and all identified financial service companies in the Philadelphia area that are registered with FINRA or the SEC.

About Five Star Professional

Five Star Professional conducts market-specific research to identify service professionals who provide quality services to their clients. Five Star Professional joins forces with city and regional magazines to make the research results available to consumers in more than 45 markets across the United States and Canada. Five Star Professional was founded in 2003 and is based in Minneapolis, MN. For more information, visit www.fivestarprofessional.com.