As Seen in Pittsburgh Magazine - “Best in Overall Satisfaction”

July, 2010

For the second consecutive year, George M. Kapusta, CFP, President of Kapusta Financial Group, is one of Pittsburgh’s 2010 FIVE STAR Wealth Managers.

Following a rigorous review and evaluation process, George was recognized as scoring highest in "Overall Satisfaction" among wealth managers in the Pittsburgh area in a survey conducted by PITTSBURGH MAGAZINE in partnership with Crescendo Business Services, an independent research firm.

Thousands of consumers were surveyed in the Pittsburgh area - including financial service professionals. George was recognized among an elite group of financial planners – representing less than 5 percent of the wealth managers in the Pittsburgh area.

George was among those who scored highest in overall satisfaction. He was evaluated in the following categories: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction.

George M. Kapusta, CFP is a Certified Financial Planner with more than 26 years of financial planning and investment experience. He offers a sincere, trustworthy and personalized approach in assisting clients with planning for their financial futures. Services include investment advice and management, comprehensive financial planning, retirement and estate planning.

On March 18, 2010, George attended the Redefining Investment Strategy Education (RISE X) Global Investment Forum which was held at the University of Dayton. The RISE Forum brought together leading investment professionals, faculty and students to share knowledge and best practices in an interactive, informative platform that has grown into the largest student forum in the world.

Keynote presentations for the all-day event included a “Markets Panel”, “Corporate Governance Panel”, “Risk Management Panel,” and “Energy Sustainability Panel”.  The 17 keynote speakers were from Wall Street to Warsaw.