Virgil Kahl, CPA, CFP® of Spring Ridge Financial Group Honored in Forbes' America's Top Women Wealth Advisors List for 2021
Wyomissing, Pennsylvania (March 24, 2021) Spring Ridge Financial Group, a provider of financial services in Wyomissing, Pennsylvania, announced that its President & Owner Virgil Kahl, CPA, CFP® has been named as a Forbes Top Women Wealth Advisor for 2021. The list is published on forbes.com.
According to Forbes, a leading financial publication, the Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of: qualitative data, learned through surveys and interviews (in-person, telephone and virtual).
About Spring Ridge Financial Group
Spring Ridge Financial Group, located at 1210 Broadcasting Rd., Suite 100, Wyomissing, PA 19610 provides individuals and organizations with financial guidance and customized strategies for each client. For more information, please visit www.springridgefg.com. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
The ranking of Forbes’ Top Women Wealth Advisors(1) is based on an algorithm of qualitative and quantitative criteria, including a minimum of seven years of experience, a minimum of $1 million in production, and the weighing of factors including revenue trends, assets under management, compliance records, industry experience, and best practices (gathered through telephone and in-person due–diligence interviews). SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 9,785 advisors were considered, and 1,000 (10.2 percent of candidates) were recognized. For the full methodology (2) that Forbes developed in partnership with SHOOK Research, please visit www.forbes.com.
(1)This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. As your specific needs and circumstances may vary, you are encouraged to conduct your own due diligence.
(2)Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.