Congratulations Jill

On Being Named a
2009 FIVE STAR Wealth Manager

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JILL BRODER STEINBERG

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2 Bala Plaza
Suite 300
Bala Cynwyd, PA 19004
(610) 660-7718
(877) 660-7718
jill@waldenadv.com
www.waldenadv.com

A Personal Approach to Investing

  • Build strong and lasting relationships with clients
  • Focus clients on achieving financial and life goals
  • Personalized service and diversified investment strategies

Area of Focus: Couples, Women (Divorced, Widowed, Single)

Education: Wharton MBA, Princeton University BA

Walden Capital Advisors and the FIVE STAR Program are not affiliated.

Individuals pictured within the video are not Walden Capital Advisors clients. Actual client results and experiences will vary.

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What does it mean to be named a FIVE STAR Wealth Manager?

FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.

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