SAN LUIS OBISPO, CALIF. (PRWEB) JUNE 05, 2020
WealthSource Partners is proud to be featured as a “2020 Central Coast Best Place to Work” by the Pacific Coast Business Times. The list is compiled annually to recognize top companies in the Central Coast region.
This is the first year WealthSource has been honored. The company’s leadership views the recognition as a milestone in WealthSource’s growth into a visible institution in the independent financial advisory space.
“We’re honored to be recognized this year,” says Bryan Sullivan, a co-founder and partner of WealthSource. “For me as a founder, this is really an opportunity to recognize our staff. Every day, our team brings an incredible amount of dedication and energy to our advisor network and the investors we serve.”
The awards presentation for the 2020 list is tentatively scheduled for November 2020, depending on progress with health and safety conditions related to the coronavirus pandemic. The Pacific Coast Business Times is a weekly business journal published for the California counties of Ventura, Santa Barbara and San Luis Obispo. Nominations for the award were collected from an online survey open to any employee of a company based in the tri-county area. Multiple submissions from a single company were allowed from multiple individuals. Rankings were determined by the Pacific Coast Business Times based on survey responses received.
WealthSource Partners was founded with the mission of providing better financial advice to individuals and families through the Power of Partnership. The company focuses on combining independent financial advice and strong institutional support through investment solutions, back-office efficiency, and strong technology to help financial advisors give their best to each and every client.