Citrin Cooperman Partner Alan Mandeloff Named Five Star Wealth Manager

DOYLESTOWN, PA, December 15, 2010 (Press-News.org) Alan Mandeloff, President of Citrin Cooperman Wealth Management, LP and partner in the Citrin Cooperman Philadelphia office, was named a Five Star Wealth Manager by Philadelphia magazine.

Philadelphia magazine teamed up with Crescendo Business Services, an independent market research company, that administered a survey to more than 172,000 high-net-worth households and all identified FINRA registered representatives (more than 15,500 financial services professionals) within the Philadelphia region identifying wealth managers are those individuals who help their clients prepare a financial plan and/or implement aspects of their financial plan.

"I am truly honored to be recognized by clients and my fellow peers in the industry as part of this elite group of Five Star Wealth Managers in the Philadelphia region," said Mandeloff.

Those surveyed were asked to only evaluate wealth managers whom they have worked with in the past. Client respondents were asked to examine nine criteria including customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. Peer respondents were asked to assess wealth managers based on three areas including integrity, knowledge/experience, and overall reputation.

Prior to joining Citrin Cooperman in 2007, Mandeloff served as partner-in-charge of YMSR Advisors, Inc. registered investment advisors, for eight years. His extensive work offering financial planning and investment advisory services and proven track record in investment counseling have earned him a loyal following. He is a licensed Certified Public Accountant in Pennsylvania, a licensed CFP (Certified Financial Planner) and a PFS (Personal Financial Specialist). Mandeloff is also a member of the American Institute of CPAs and the Pennsylvania Institute of CPAs.

About Citrin Cooperman - Citrin Cooperman (www.citrincooperman.com) is a full-service accounting firm, providing attest and assurance, tax, and business advisory services. The firm's accountants and advisors have deep experience in many industries and areas including professional services, restaurants, real estate, entertainment, staffing and executive search, valuation and forensic services, charter schools, non-profits and Sarbanes-Oxley compliance. Founded in 1979, the firm has offices in Philadelphia, midtown Manhattan, White Plains, NY, Springfield, NJ, and Southport, CT. Citrin Cooperman is an independent firm associated with Moore Stephens.

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