Archives Press Items

One Degree Advisors Named “Best Financial Advisors in San Diego” by Expertise.com

April 11th, 2023. One Degree Advisors was named one of the “Best Financial Advisors in San Diego” by Expertise.com .

See full list on Expertise.com by clicking here.

Expertise scored the Best Financial Advisors in San Diego on more than 25 variables across five categories and analyzed the results to give you a hand-picked list of the best:

1. Availability. Consistently approachable and responsive, so customers never feel ignored.
2. Qualifications. Building customer confidence with licensing, accreditations, and awards.
3. Reputation. A history of delighted customers and outstanding service.
4. Experience. Masters of their craft, based on years of practical experience and education.
5. Professionalism. Providing service with honesty, reliability, and respect.

About Expertise.com

"Expertise.com finds and reviews the top service professionals in over 200 industries across the U.S. Each month, we research more than 60,000 businesses to help customers find the best-qualified professional for their needs. Our research process is always evolving to keep up with industry changes, so we're confident that when we say a provider is one of the best, it is..”

You can read more about the selection process here.

No compensation was received, directly or indirectly, for this rating and review.

by Matthew Calcagno

One Degree Advisors Named Winner of the "Retirement Planning Awards 2022" by Wealth & Finance News

April, 2022. One Degree Advisors is named as a winner of the retirement planning awards for 2022 by Wealthandfinancenews.com.

About the award:

"Candidates for the Retirement Planning Awards will include the entire spectrum of contributors to the pensions and retirement field. From the financial advisors who bring consumers reassurance and empowerment, to the pension plan providers and fund managers who facilitate retirement income generation; Wealth & Finance International is committed to celebrating all influential businesses in the industry.

This also includes providers of technology that supports financial professionals in the administration of pensions and allows them to deliver a member experience which meets increasingly high consumer expectations.

In light of recent developments in the pensions industry, the Retirement Planning Awards arrives at a fitting time. As global interest rates increase, purchasing insurance products for company pension schemes is becoming more feasible, adding to further security in retirement planning. Considering that most consumers believe employee benefits are their best chance of ensuring a comfortable retirement, this bodes well for member participation of workplace pension schemes.

Furthermore, with the use of helpful pension plan schemes such as CDCs, accessibility in retirement planning is improving. This combined with the ongoing development of industry technology and the increasing savvy with which pension plan managers provide for their members, the Retirement Planning market is showing signs of firm growth and fortitude.

The Retirement Planning Awards serves to showcase the professionals and firms which make this possible. Should you become one of our prestigious winners, Wealth & Finance International’s globally circulated platform will be available for you to share your achievements with our 130,000+ audience of high-net-worth individuals, institutional investors, and professional services firms.

So, if you, an organisation or a professional you know of is exhibiting excellence in what they do, please do not hesitate to engage with our Nominations Team or use the provided voting form. Our unbiased in-house research and judging team thoroughly consider and evaluate each candidate to determine those who have truly shown themselves to be ahead of the competition.

Wealth & Finance International is looking forward to announcing the winners of the Retirement Planning Awards."

Methodology for scoring:

1. Entry: Entry is open to any organisation and can take the form of self-submission, third-party recommendation or publisher-cast nomination. Entries made via our website are anonymous, secure and details are not shared with third party organisations. The preponderance of votes is driven by Wealth & Finance International; we send direct entry links to relevant organisations, both within the industry and to our extensive circulation. We also nominate those who we deem worthy. Where appropriate, media partners and sponsors may also distribute voting forms on our behalf. Prior to undertaking any research, we ask all nominees to formally accept or decline their nomination, allowing us to focus our efforts on those who choose to engage with the process and are comfortable being assessed in further detail. Nominees accepting their nomination form what becomes our shortlist; these candidates progress to an internal review. There is no cost associated with any part of accepting a nomination or receiving an award and entries can withdraw at any time.
2. Evaluation: As we accept self-nominations, the number of votes do not determine the winners. All organisations are assessed based on the merit of their endeavours, the overall strength of their entry, and have evidence of recent accomplishments to convince our in-house research team that they are worthy. We use a combination of primary and secondary research techniques to acquire both qualitative and quantitative data depending on its relevance to the program; when rewarding specific funds for instance, we will rely on quantitative information over fixed timeframes whereas determining the success of a business as whole, we may appraise them more on the qualitative aspects of their past performance. In addition to our research, we invite nominees to submit substantiating evidence. By providing this evidence nominees gain the opportunity to submit information that may not be found in the public domain or on the nominees’ website; therefore, this can form an important part of the entry process. A formal document is produced by us, the publisher, to collate this information; however, our research team accepts filetypes in most common formats.
3. Judging: Our professional researchers scrutinise information presented across all mediums and work alongside our senior judge to make the ultimate decision. To advance from nominee to winner; the candidate must be able to demonstrate expertise in a given area, dedication to client fulfilment, noteworthy performance or commitment to innovation.
4. Promotion: Initially, results are announced in confidence, to the winners, and we set an informal press-embargo. During this time, the award coordinator will liaise with the winners to review the items in our promotional toolkit. The promotional toolkit is made up of various packages and celebratory items (some free of charge, some paid-for) designed by our in-house production and marketing team to achieve to help winners achieve maximum brand exposure. As our winners select their chosen packages, our production team commence on the fulfilment of all items necessary for the formal announcement, when the celebratory magazine is published and the press embargo lifted.

You can read more about their methodology here.

No compensation was received, directly or indirectly, for this rating and review.

by Matthew Calcagno