John Choudhary, Managing Principal of CAM Private Wealth Services, was named a 2021 Five Star Wealth Manager. He has received the Five Star award each year from 2016 through 2021.
“Once again, I am honored to receive this recognition. My highest priority throughout my career has been helping our clients achieve their goals, and I believe this award is reflective of that commitment,” said Choudhary. “As an independent wealth management practice, we are able to provide clients with advice that is specific to their situation and free from conflicts of interest.”
Winners were evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. Of the 2,091 wealth managers in the DC area considered this year, only 121 candidates, or 6% of the area total, were selected as winners of the award.
For more details on specific research methodologies, go to www.fivestarprofessional.com.
About CAM Private Wealth Services
CAM Private Wealth Services is an independent financial planning and wealth management practice founded 2010 in Reston, Virginia. CAM offers a full range of portfolio management and investment services, including retirement and estate planning strategies, as well as corporate retirement plan advisory services. Founder and Managing Principal John Choudhary is a Certified Retirement Plans Specialist℠ and 20-year veteran of the financial services industry.
About Five Star Professional Wealth Manager Award
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2,091 Washington, D.C. – area wealth managers were considered for the award; 121 (6% of candidates) were named 2021 Five Star Wealth Managers. 2020: 2,535 considered, 115 winners; 2019: 1,956 considered, 122 winners; 2018: 1,975 considered, 100 winners; 2017: 1,417 considered, 106 winners; 2016: 1,665 considered, 208 winners; 2015: 1,837 considered, 227 winners; 2012: 449 considered, 97 winners.
Securities and advisory services offered through B. Riley Wealth Management, Inc., member FINRA & SIPC.