Blisk Financial Group, Awards & Recognitions

Blisk Financial Group

Awards & Recognitions : August 1, 2007

Brenda Blisk Named #2 Retail Investment Advisor And One of Top 50 Wealth Advisors in Virginia

McLean , VA - Brenda Blisk , CFP®, founder and CEO of the Blisk Financial Group in McLean , Virginia was named #2 Retail Investment Advisor and one of the Top 50 Wealth Advisors in Virginia .

The list, as identified by R. J. Shook, appears in Virginia Business Magazine's August 2007 issue. The rankings are based on the size of each advisor's book of business, the amount of revenue generated and the caliber of service.

Blisk ranks in the top echelon of all financial advisors nationwide. With clients in more than 20 states, she and her team manage $210 million in assets.

In June 2007, Barron's named Blisk to its list of Top 100 Women Financial Advisors . In November 2006, Blisk was selected to attend The Winner's Circle® Summit , a by-invitation-only event for the 500 top Female Financial Advisors in the country. The Winners Circle® recognizes financial advisors who represent the highest ethical behavior, professionalism and success in the industry.

Client Service Awards

Blisk has also been named the first recipient of the Charlie Eisenmann Client First Service Award by Dunham & Associates Investment Counsel, Inc. She received the national award at the Dunham Institute Wealth Management Symposium on May 4, 2007 , in Del Mar, California . The award recognizes her for exceptional client service as acknowledged by industry peers and clients.

Blisk has the distinction of being a past Dalbar Customer Service Award Honoree . In 1999, Dalbar, Inc., the nation's leading financial services market research and consulting firm, ranked The Blisk Financial Group in the top 2% in the country in three areas: Client Satisfaction, Client Performance and Professional Ethics. These awards are based on Dalbar's systematic testing of customer service.

In January 2007, the Washington Business Journal featured Blisk in a personality profile in their issue on Banking & Finance. Blisk was selected because, in addition to being a Certified Financial Planner™ Practitioner, she is a Certified Senior Advisor ®. This designation means that she is trained to understand the health and social problems as well as financial issues of seniors. The certificate required 30 hours of independent study, 25 hours of classroom work and completion of a comprehensive exam administered by The Society of Certified Senior Advisors in Denver , Colorado .

Blisk founded The Blisk Financial Group 20 years ago and in 1997 became an Investor Advisor Representative of Legacy Advisors, LLC, (now Spire Investment Partners) in McLean , Virginia . Legacy Advisors is one of Bloomberg's Top Financial Advisory Firms in the country (2003 – 2006) and manages over $1 billion in client assets.

Blisk provides “unbiased” advice and asset management to executives, retirees, families, and business owners with wealth accumulation, wealth management and distribution strategies. Her services include retirement planning, investment management, distribution planning and long-term care and special needs planning.

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