Business & Finance

Press Releases

Lassus Wherley Receives the Women's Choice Award as Highly Recommended Financial Advisor by Women for Women

fed211272048372dec8c_Women_s_Choice_Award_Logo_2017.jpg
fed211272048372dec8c_Women_s_Choice_Award_Logo_2017.jpg

NEW PROVIDENCE, NJ - As the leading advocate for female consumers, WomenCertified Inc. is pleased to announce that Lassus Wherley has received the Women’s Choice Award for Financial Advisors and Firms based on rigorous research, 17 objective criteria and additional points of reference that obtain feedback regarding the advisor’s service and practices.

The Women’s Choice Award is the only recognition program for well-qualified advisors who are committed to the women’s market and serving their female clients. Achieving this award reaffirms the commitment Lassus Wherley has to extraordinary service in addressing the financial needs of women and their families. “We continue to applaud WomenCertified for providing women access to quality financial advice”, said Diahann W. Lassus, CFP®, CPA/PFS, President and Co-founder of Lassus Wherley. 

WomenCertified, originator of the Women’s Choice Award, was created by Delia Passi, the leading advocate for female consumers and former group publisher of Working Woman and Working Mother magazines. Delia has created the Women’s Choice Award for Financial Advisors in an effort to help women identify those advisors who are committed to providing quality service. The award allows this outstanding group of advisors to showcase their commitment to the women’s market, while giving potential clients a starting point for entrusting their finances to an advisor. 

Sign Up for E-News

Recent studies indicate the following in regards to women and their finances:

  • Only 35 percent of women use a professional financial advisor, most (79 percent) doing so for retirement investment recommendations. **
  • In the US, Women control about $11.2 trillion of the nation’s investable assets (39% of the country’s estimated $28.6 trillion of investable assets). Nearly half of that, is managed solely by women. ***
  • Fewer than two in 10 women feel “very prepared” to make wise financial decisions. Half indicate that they “need some help,” and one-third feel that they “need a lot of help.”****

As the financial industry wakes up to the fact that a great majority of the female population are seeking advisors they can trust and greatly value financial security, WomenCertified Inc. has created the solution.  This powerful, national initiative distinguishes advisors who support female consumers in their quest for financial education.

ABOUT LASSUS WHERLEY

Lassus Wherley was founded in 1985 by Diahann W. Lassus, CFP®, CPA/PFS and Clare E. Wherley, CPA, CFP®.  We have two offices to serve our clients, one in New Providence, NJ, and the other in Bonita Springs, FL.  Lassus Wherley is a Fee-Only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support. We work with individuals, couples, families, pension and profit sharing plans, trusts, estates, and charitable organizations. Using a team approach that we have developed over more than 30 years, we have helped hundreds of clients build secure financial futures and achieve peace of mind.  Lassus Wherley is a nationally certified Women’s Business Enterprise by the Women’s Business Enterprise National Council (WBENC) and a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. The Lassus Wherley web site is www.lassuswherley.com.

ABOUT WOMEN’S CHOICE AWARD

The Women’s Choice Award Financial Advisor Program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. Financial advisors do not pay a fee to be considered or placed on the final list of Women’s Choice Award® Financial Advisors, though they may have paid a fee to participate in the Women’s Choice Award Financial Advisor Marketing Program. WomenCertified Inc., home to the Women’s Choice Award, awards businesses, brands and services based on high recommendation ratings by female consumers. The Women’s Choice Award represents the collective voice of women so they can help each other identify businesses that deserve their loyalty and referrals. To learn more, visit www.womenschoiceaward.com.

** 14th Annual Transamerica Retirement Survey of Workers (2014)

***Source: Harnessing the Power of the Purse, by the Center for Talent Innovation 2014

****Source: Financial Experience & Behaviors Among Women, 2010−2011 Prudential Research Study (article breaking it down here).

 

 

 

TAP Into Another Town's News:

You May Also Be Interested In

Sign Up for E-News

New Providence

Local at-risk youth celebrate year of achievements at Community Access Unlimited

June 23, 2018

Community Access Unlimited (CAU) last night celebrated the achievements of a number of at-risk youth who are members of the agency's Transitional Opportunities Program (TOP). Each of these youth are within New Jersey's child services system and faced a number of life challenges before coming to CAU and TOP and since then have made significant progress in plotting a brighter future with ...

Union County Residents Can “Recycle Right” without Plastic Bags

The Union County Board of Chosen Freeholders reminds residents that plastic bags and other excluded items cannot be recycled through their local curbside pick-up programs.

“Union County residents have a good recycling rate compared to other counties in our state, and we want to improve on this record and set a high bar,” said Freeholder Chairman Sergio Granados. “Every ...

Seth Meyers Attends Summit Medical Group Foundation's (SMGF) 5th Annual Gala & Auction

Seth Meyers, host of NBC’s Late Night with Seth Meyers, was recently a special guest at Summit Medical Group Foundation's (SMGF) 5th Annual Gala & Auction where a record-breaking $1.35 million was raised. 

SMGF’s Annual Gala & Auction raises critical funds to ensure the Foundation can continue to offer access to high-quality ...

Video: Union County Celebrates Pride Month with CommUNITY PRIDE Day Picnic

June 19, 2018

RAHWAY, NJ - Parents, children, friends, and all family members came out on Saturday afternoon to Rahway River Park for the Union County CommUNITY PRIDE Day Picnic.

The family-friendly celebration hosted by the Union County Board of Chosen Freeholders, was a day of fun activities of arts and crafts, family lawn games, inflatable bounce houses, playground fun and more, along with music by the ...

Scotch Plains Mayor Al Smith Attends Gun Safety Bills Signing Ceremony with Gov. Murphy in Trenton

June 14, 2018

TRENTON, NJ -- Mayor Al Smith attended a gun safety package bill signing ceremony at the Richard J. Hughes Justice Complex in Trenton on Wednesday with Governor Phil Murphy. Mayor Smith joined a bipartisan group of local and state elected officials, as well as members of Moms Demand Action of Union County, at the event. 

“As a leader in Sandy Hook Promise, I was happy to accept the ...

Sleep out at Covenant House

June 18, 2018

I can enjoy the same movies over and over like it were the first time to see them.  My kids roll their eyes at this.  Well, many unimaginable things happen as you become a certain age, and you tend to learn to accept those things graciously as gift.   But I remember the movie “The Blind Side.”  Until I saw that movie, I didn’t know homeless children ...

Upcoming Events

Carousel_image_946d04346cba30ae4cb8_st._huberts_3

Sat, June 23, 7:00 AM

Summit YMCA, Summit

Pet Supply Drive at the Summit YMCA to Benefit ...

Giving Back

Carousel_image_946d04346cba30ae4cb8_st._huberts_3

Sun, June 24, 7:00 AM

Summit YMCA, Summit

Pet Supply Drive at the Summit YMCA to Benefit ...

Giving Back

Carousel_image_0906ca383804ad4ba17c_tai-chi

Sun, June 24, 9:30 AM

Providence Health and Fitness, New Providence

Tai Chi Chuan

Health & Wellness

Carousel_image_f22718b50d966a6916f0_tbc_flier

Sun, June 24, 10:00 AM

eMedical Urgent Care, Berkeley Heights

eMedical Urgent Care to Hold Free Teddy Care ...

Arts & Entertainment Health & Wellness

Carousel_image_fc9553e9258ab1b1cc8b_paolo_zumba_teacher

Sun, June 24, 11:00 AM

Providence Health and Fitness, New Providence

Zumba meets Bolly DazZ

Health & Wellness

Carousel_image_3e68b1f0c65d22cd79bc_d6a71058d531d31a8cff_achievers

Mon, June 25

Summit YMCA, Summit

June 2018 College Tour

Education

What's Hot and What's Not

Summer is a great time to take a step back, sip a cool beverage, and take a look at what’s going on in the world of college admissions.  Departments use the summer to evaluate how their year went and plan on any changes they want to make for the fall.  Did they over-enroll? Under-enroll?  What application materials were useful to them?  Which were redundant or time ...