Five Star Professional Recognizes Thomas Trax of LPL Financial as a 2018 Five Star Wealth Manager Award Winner

I take great pride in what I do for my clients, and have been in the industry for more than 23 years. I feel very privileged to be among this year’s prestigious list of award-winning wealth managers. I am very dedicated to serving my clients through guidance, education and open communication

Five Star Professional is pleased to announce Thomas Trax, LPL Financial, has been chosen as one of San Diego’s Five Star Wealth Managers for 2018.

Five Star Professional uses its own proprietary research methodology to name outstanding professionals, then works with publications such as San Diego Magazine to get word out about award winners. Thomas Trax is featured, along with other award winners, in a special section of the January issue.

“I take great pride in what I do for my clients, and have been in the industry for more than 23 years. I feel very privileged to be among this year’s prestigious list of award-winning wealth managers. I am very dedicated to serving my clients through guidance, education and open communication,” said Thomas A. Trax of LPL Financial. “I assist individuals, families and businesses in their pursuit of durable income strategies, tax minimization and wealth accumulation.”

The Five Star Wealth Manager award program is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

“The research behind this award is extensive with each wealth manager being thoroughly vetted from numerous angles. We are proud to showcase these distinguished professionals,” stated Jonathan Wesser, VP of Operations, Five Star Professional.

The Five Star Wealth Manager award, administered by Crescendo…

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