June 11, 2016 – Pensionmark Financial Group has been selected for the 2016 Best of Santa Barbara Award in the Financial Planner category by the Santa Barbara Award Program.
"It is an honor to receive this award on behalf of Pensionmark. This award is a reflection of our firm's commitment to excellence. We believe in helping our clients achieve a future they envision through a goals based, holistic approach", comments Mallory Van Leeuwen, Managing Director and Wealth Manager at Pensionmark.
Each year, the Santa Barbara Award Program identifies companies that have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our community. These exceptional companies help make the Santa Barbara area a great place to live, work and play.
Various sources of information were gathered and analyzed to choose the winners in each category. The 2016 Santa Barbara Award Program focuses on quality, not quantity. Winners are determined based on the information gathered both internally by the Santa Barbara Award Program and data provided by third parties.
The Santa Barbara Award Program is an annual awards program honoring the achievements and accomplishments of local businesses throughout the Santa Barbara area. Recognition is given to those companies that have shown the ability to use their best practices and implemented programs to generate competitive advantages and long-term value.
The Santa Barbara Award Program was established to recognize the best of local businesses in our community. Our organization works exclusively with local business owners, trade groups, professional associations and other business advertising and marketing groups. Our mission is to recognize the small business community's contributions to the U.S. economy.
About the Pensionmark Advisor Support Program
Pensionmark’s Advisor Support Program provides its affiliates a full-service suite of deliverables and the groundwork needed to position their practices for long-term growth without losing the spirit of independence. In addition to benefiting from the size, strength, and relationships of a national consulting firm, customizable solutions allow the affiliate to select the support level that best suits their business model and client base. Pensionmark’s centralized service design provides time-tested reliability in investment analytics and due diligence monitoring, plan sponsor and participant employee education systems, compliance support, and preparedness of the DOL Fiduciary Rule.