Press Release

KAR Senior Wealth Advisors Recognized by Five Star Professionals

November 29, 2024
Spuds Powell, Curt Biren, Dustin Gale, and Randy Allen

Our team is delighted to announce that Spuds, Curt, Dustin, and Randy have been recognized as Five Star Wealth Managers once again.

KAR is proud to announce that four of our senior wealth advisors have been named as Five Star Wealth Managers for 2024.

Los Angeles:

Orange County:

According to Five Star Professional, the program’s objective is to recognize wealth management professionals who “show a commitment to clients, demonstrate strong industry credentials, and are evaluated on the quality of their current practice.”

Spuds, Curt, Dustin, and Randy all have over 15 years of experience in the wealth management industry. The wealth advisory team at Kayne Anderson Rudnick has a wide range of experience in investment advisory, consulting services, executive services, and financial planning. We strive to use our customized and proactive approach to wealth management to help our clients achieve their financial and retirement goals. Contact our wealth advisors to hear more about the services they can provide for you.

For more information on the Five Star award and the research/selection methodology, go to https://www.fivestarprofessional.com/public/wmresearch. 4,527 Los Angeles-area wealth managers were considered for the award; 158 (3% of candidates) were named 2024 Five Star Wealth Managers. 2,682 Orange County-area wealth managers were considered for the award; 140 (5% of candidates) were named 2024 Five Star Wealth Managers.

 

 

Five Star Wealth Manager 2024. The Five Star Wealth Manager Award was given in May 2024 and covers the year 2024. KAR has not paid fees to the award sponsor to obtain or participate in the award. The firm has paid a fee to license use of the Five Star Wealth Manager Award logo.

 

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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.

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