Nick Defenthaler Recognized on Forbes' Top Next-Gen Wealth Advisors Best-in-State List!

Dear Clients and Friends of The Center,


We are excited to announce that our esteemed planner and partner, Nick Defenthaler, CFP®, RICP®, has been recognized by Forbes as one of the Top Next-Gen Wealth Advisors Best-in-State!


This prestigious accolade, awarded by ForbesSHOOK, shines a spotlight on 100 exceptional professionals under 40 years old, acknowledging their potential for enduring success in the financial industry. Forbes' ranking, meticulously curated by SHOOK Research, assesses advisors through a thorough and comprehensive selection process.


Nick's outstanding expertise in the field has been duly acknowledged. The entire team at the Center is incredibly proud of Nick's accomplishment and the exceptional service he consistently provides.


Join us in celebrating Nick's well-deserved recognition as one of the top local wealth advisors in the industry!

 

Best regards,

Your Center Team
Center for Financial Planning, Inc.®
24800 Denso Drive, Suite 300 Southfield, MI 48033
248-948-7900

The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2024) included: 45,996 nominations for all rankings, based on thresholds, 24,832 invited to complete online survey, 21,368 telephone interviews, 5,176 in-person interviews at advisors’ location, 1,545 virtual interviews and 4,081 individuals considered and 1,621 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/23 to 3/31/24 and was released on 8/8/24. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=166061825fc3.


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