Sam Rouman recently received the 2019 Five Star Wealth Management award. Rouman works in BerganKDV’s Bloomington office, where he is a wealth advisor and chief planning officer for the firm’s wealth management division.
Five Star Professional uses its own proprietary research methodology to name outstanding professionals in the Twin Cities market as award winners. The objective is to recognize wealth management professionals who show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice. Candidates are nominated by their peers and firms and are evaluated on ten criteria including: client retention rate, client assets administered, number of client households served and education and professional designations.
“Sam is known for his quest to be a life-long learner,” said Wealth Management Solution Leader Matt Cosgriff, “He enjoys being engaged with his peers to continually learn new ideas and stay abreast of industry news and trends to ensure his clients are getting the best possible advice and service.”
At BerganKDV, Rouman works with clients on an individual basis so as to get to know their specific needs and determine an appropriate financial plan that matches their goals, oversees the implementation of the plan, and then helps clients monitor how things are going. He is also very involved in many financial planning organizations, including the Twin Cities Chapter of the Society of Financial Services Professionals, the Financial Planning Association of Minnesota, Twin Cities Estate Planning Council, and the Twin Cities Chapter of the American Association of Individual Investors.
