Newport Beach, California (MMD Newswire) March 3, 2009 - Robert Klein, CPA, PFS, CFP®, CFS, CLTC, president of Financial Design Center, has been named a 2009 FIVE STAR Best in Client Satisfaction Wealth Manager in the Orange County, California area. Bob was chosen as a result of a rigorous independent research process designed to identify those wealth managers who scored highest in client satisfaction. Bob is part of a select group representing fewer than 3% of the wealth managers in the Orange County area who are featured in this month's Orange Coast magazine.

Crescendo Business Services LLC (Crescendo), a Minneapolis, MN based customer satisfaction ratings company, working with city and regional magazines, presents the award to professionals in many industries, and in many markets. As an independent third party, Crescendo gives the FIVE STAR award in order to assist consumers in selecting a service professional other consumers have indicated provide exceptional client satisfaction.

The FIVE STAR Program and its research process adhere to the guidelines established within the Investment Advisors Act of 1940 regarding third-party recognition. The 2009 FIVE STAR Wealth Managers do not pay a fee to be included in the research or the final list of FIVE STAR Best in Client Satisfaction Wealth Managers.

Crescendo asks, by mail and by phone, up to 100,000 consumers and readers of the magazine (depending on the market size) to evaluate "wealth managers" in the market area. Up to 10,000 financial service professionals (depending on the market size) are also asked to evaluate wealth managers in the market area. On the surveys, respondents are asked to evaluate only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. Each respondent may evaluate up to three wealth managers.

"I am delighted to receive this award and the recognition that goes along with it. I am very thankful to all of my clients and members of the community who have made this possible," said Klein. "This award is particularly timely given the fact that consumers are finding it difficult to find a wealth manager they can trust and rely on during this extremely trying time," emphasized Klein.

ABOUT ROBERT KLEIN AND FINANCIAL DESIGN CENTER: Robert Klein, CPA, PFS, CFP®, CFS, CLTC, president of Financial Design Center, a Registered Investment Advisor, has been recognized for his expertise in financial independence planning, management, and protection for high net worth individuals and families. The firm is located at 5020 Campus Drive in Newport Beach, California.

More info on Five Star Wealth Managers: http://video.fivestarprofessional.com/ocwm2009/robertklein

CONTACT:
Robert Klein, President
Financial Design Center
(949) 251-0910
rklein@financialdesigncenter.com
www.financialdesigncenter.com

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