Press & Awards

Award: Wealth & Finance International Wealth & Money Management Award: “Synergist Wealth Advisors LLC: Best Private Wealth Advisory Firm 2019, CA”
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Award: Synergist Wealth Advisors LLC Global Business Insight Award: Leaders in Investment Consulting USA 2019
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Award: Wealth & Finance International: Wealth & Money Management Award: Synergist Wealth Advisors LLC – Best Independent Private Investment Firm 2018, California
PDF PDF

Synergist Wealth joins Committee for the Fiduciary Standard
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Synergistwealth: The Committee for the Fiduciary Standard, 2016

Who said anything about retiring
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PurpleClover.com, 2013

The History of Financial Planning: The Transformation of Financial Services PDF
ED Brandon Jr & H. O. Welch, 2010

Award: Five Star Best in Client Satisfaction PDF
San Diego Magazine, March 2009

Your Client’s Story Link
By West and Anthony, March 2009

Five Star Best in Client Satisfaction PDF
San Diego Magazine, February 2009

Yahoo Personal Finance: 8 Ways to Ruin Your Chances to Retire PDF
Yahoo! Personal Finance, Janurary 2009

The Ins and Outs of Reverse Mortgages PDF
Bankrate.com, October 2008

Comparing Loan Products for Big-Ticket Items PDF
Yahoo! Personal Finance, September 2008

8 Ways to Botch Your Retirement PDF
MSN Money, July 2008

Bankrate.com: 8 Ways to Ruin Your Chances to Retire PDF
Bankrate.com, July 2008

Yahoo! Personal Finance PDF
Yahoo! Personal Finance, June 2008

“Wall Street Chic” MP3
Paula de Vos Radio Interview, March 2008

SmallCap MarketWatch: The Weekend Edition: Work Smarter, Not Harder PDF
SmallCapMarketWatch.com, July 2006

Moneytalk: Gold Fever PDF
Talk About Money Blog, January 2006

The New Gold Rush PDF
Smartmoney.com, January 2006

Family Affair – The Emotional Issues of Succession Planning PDF
Journal of Financial Planning, July 2005

Financial Planners Help Clients Overcome Investing Behavior Roadblocks PDF
Journal of Financial Planning, January 2005

Rational Investing Despite Irrational Behaviors PDF
Journal of Financial Planning, January 2005

Catalyst Wealth Management LLC Announces New Advisory Division PDF
Coastclick.com, September 2004

Estate Planning Peacemakers
Journal of Financial Planning, October 2003