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DeYoe Wealth Management is the 23rd Fastest Growing Private Co. in the East Bay and #75 in the entire San Francisco Bay Area according to the SF Business Times
By: PR Newswire
Dec. 13, 2012 08:12 AM
BERKELEY, Calif., Dec. 13, 2012 /PRNewswire-iReach/ -- DeYoe Wealth Management, a Berkeley, California based independent wealth management firm, announced it has ranked #23 in the East Bay and #75 for the entire San Francisco Bay Area on the Business Times' list of the Fastest Growing Private Companies in the San Francisco Bay Area.
The firm realized an 81.2% increase in revenue growth from 2009 to 2011, the period during which the rankings are calculated. The San Francisco Business Times partners with Pricewaterhouse Coopers to conduct the research and produce the Top 100 Fastest Growing Private Companies Lists. All companies had to have been headquartered in the Bay Area, privately held between 2009 and 2011, and must have had revenues of more than $200,000 in fiscal year 2009.
DeYoe Wealth Management was ranked #36th Fastest Growing Private Companies in the East Bay on the 2009 list (for the period 2006 to 2008) and also was recently listed in the San Francisco Business Times' list of NABCAP's top wealth management firms in the San Francisco Bay Area based on an evaluation of twenty different categories such as experience, credentials, assets under management, fee structure and philosophy among other factors.
"We are honored to be recognized by the Business Times. These accomplishments are a result of a truly incredible team who are entirely focused on working with people who 'fit' with our planning first philosophy," said Jonathan DeYoe of DeYoe Wealth Management. "We also want to express gratitude to those clients who introduce us to new folks year after year and make our growth possible."
About DeYoe Wealth Management
DeYoe Wealth Management is a holistic wealth management firm in Berkeley, CA with professionals dedicated to helping clients make the right financial planning decisions for their futures. Services provided include wealth planning, tax planning, risk management planning, investment management, legacy and estate planning and philanthropic planning.
Jonathan DeYoe, CA Insurance Lic# 0C21749, is a Chartered Private Wealth Advisor, an Accredited Investment Fiduciary and an LPL Financial Registered Principal. Securities and Financial Planning offered through LPL Financial, Member FINRA/SIPC. For more information, go to http://www.deyoewealthmanagement.com
SOURCE DeYoe Wealth Management
Nancy Wright Cooper of DeYoe Wealth Management, +1-510-848-0012,
Media Contact: Jonathan DeYoe DeYoe Wealth Management, 510-848-0012, email@example.com
News distributed by PR Newswire iReach: https://ireach.prnewswire.com
SOURCE DeYoe Wealth Management
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