Five Star Wealth Manager Award
The Five Star Wealth Manager award recognizes financial professionals through an in-depth research methodology that evaluates ten objective criteria. Out of 1,714 San Francisco East Bay-area wealth managers considered for the award, only 85 professionals, just 5% of candidates earned this distinction in 2025.
Our Commitment to You
This recognition reflects our ongoing dedication to providing personalized retirement planning strategies and comprehensive financial guidance. At Ginsberg Financial Strategies, we remain focused on what matters most: helping our clients achieve reliable and predictable lifetime retirement income through our proven Lifetime Wealth Blueprint™ process.
Michael brings over 25 years of financial and investment planning expertise, combined with his background as a Real Estate and Estate Planning Attorney, to serve clients throughout the Walnut Creek area and beyond.
Award Disclosure
This award was issued on 10/01/2025 by Five Star Professional (FSP) for the time period 01/08/2025 through 08/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1714 San Francisco East Bay-area wealth managers were considered for the award; 85 (5% of candidates) were named 2025 Five Star Wealth Managers.
Prior Year Statistics: 2024: 1,567 considered, 85 winners, 5%, issued 10/1/24, research period 1/9/24 - 8/9/24; 2023: 1,291, 87, 7%, 10/1/23, 1/9/23 - 7/31/23; 2022: 1155, 90, 8%, 10/1/22, 1/17/22 - 7/15/22; 2021: 1413, 89, 6%, 10/1/21, 12/28/20 - 7/30/21; 2020: 1260, 88, 7%, 10/1/20, 1/13/20 - 8/7/20; 2019: 1340, 104, 8%, 10/1/19, 12/31/18 - 8/9/19; 2018: 1397, 113, 8%, 10/1/18, 1/16/18 - 8/10/18; 2017: 1049, 95, 9%, 10/1/17, 1/13/17 - 7/28/17; 2016: 948, 182, 19%, 9/1/16, 2/24/16 - 8/22/16; 2015: 2261, 183, 8%, 10/1/15, 3/5/15 - 7/31/15; 2014: 4527, 204, 5%, 10/1/14, 3/5/13 - 7/31/13; 2013: 858, 195, 23%, 10/1/13, 3/5/12 - 7/31/12; 2012: 1145, 233, 20%, 10/1/12, 3/5/11 - 7/31/11.
CA Insurance License # 0E78119
CA Insurance License # 0E78119
Let's Discuss Your Financial Future
Whether you're planning for retirement or seeking to optimize your current financial strategy, we invite you to experience the client-focused approach that earned this recognition.