“George strives to meet the needs and goals of our clients and shape a positive impact on their lives” says Chad Kunze, managing principal for CLA in Phoenix.
Phoenix — September 18, 2015 — CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors) is pleased to announce that George Hostal, CPA, CFP®, senior wealth advisor, has been named a 2015 Five Star Wealth Manager by PHOENIX magazine and Five Star Professional.
“George is unique in his ability to deliver seamless, specialized services to individuals, families, nonprofits, and privately held businesses and their owners,” Managing Principal of CLA’s Phoenix office Chad Kunze says. “He is a strategic advisor who strives to meet the needs and goals of our clients and shape a positive impact on their lives and the communities we live in.”
To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. The award is intended to identify wealth managers in a given market who satisfy objective eligibility and evaluation criteria that are associated with providing quality services to clients. For purposes of the program, wealth managers are defined to be those individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan. One distinguishing attribute of this year’s award recipients is an average one-year client retention rate of more than 96 percent.
Hostal specializes in providing customized investment solutions for his clients while proactively serving their financial needs. One of the primary principles that drive his investment decisions is the tailoring of strategic asset allocation strategies to achieve desired goals. He understands the capital markets, tax laws, and planning principles, and this knowledge is critical to his delivery of services to high net worth individuals, families, and their businesses.
George resides in Scottsdale, Arizona, with his wife Julia and their four children. He serves as a board member for the Southwest Autism Research and Resource Center (SARRC) and he served a term on the board for Childsplay. In his spare time, he enjoys playing golf and racquetball and spending quality time with his family and friends.
Hostal is listed in the Five Star Professional Wealth Manager online directory for the duration of his award year.
About CliftonLarsonAllen Wealth Advisors, LLC
CliftonLarsonAllen Wealth Advisors, LLC (CLA Wealth Advisors), an SEC-registered investment advisor, offers wealth advisory services, including investment management; financial and retirement planning; estate, gift, and income tax planning; divorce financial planning; business succession planning; sell-side representation of mergers and acquisitions; insurance and risk management; employer-sponsored benefit plan design, compliance, and consulting; and investment consulting for endowments and foundations. The national wealth advisory practice consists of approximately 100 professionals who advise or consult on roughly $4 billion in total client assets. According to Accounting Today’s 2015 “Wealth Magnets” report, CLA Wealth Advisors is ranked sixth in the billion dollar club based on assets under management (AUM). This publication reviews wealth managers affiliated with CPA firms.
CliftonLarsonAllen Wealth Advisors, LLC is a wholly owned company of CliftonLarsonAllen LLP, a national professional services firm. For more information visit CLAconnect.com/privateclient.
About CLA
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global. See CLAglobal.com/disclaimer. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.