WFA Awards

Dany Martin, InvestmentNews 40 Under 40 2021

Each year, ther editorial team reviews more than 1,000 nominations to create a list of 40 outstanding financial advisers, or industry professionals supporting advisers, who are 39 or younger. Honorees are judged on their accomplishments, contribution to the industry, leadership and promise.

Accomplishments: Professionals who are successful in the advisory business, industry-related projects and the wider world in an advisory capacity, as exhibited by their credentials and achievements.
Contribution: Professionals who promote the financial advice profession, advocate for financial literacy and engage in pro bono financial planning work.
Leadership: Professionals who offer guidance and successful management within a company or the industry as a whole.
Promise: Professionals who have passion, enthusiasm, great ideas and show a commitment to the field.

Awarded for the time period of June 2021 - June 2022. No fee was paid to participate in this selection.

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Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if WFA is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of WFA by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. WFA does not pay a fee to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.