Mehserle Named to 'Forbes' Top Next-Gen Wealth Advisors List

Business

SRQ DAILY MONDAY BUSINESS EDITION MONDAY JUL 29, 2019

William Mehserle, CFP of Pinkerton Harkins & Mehserle Private Wealth has been named for the second year in a row to the Forbes “Top Next-Gen Wealth Advisors List.” According to Forbes, the list of 1,000 advisors, who were born in 1980 or later, includes “young talented advisors who represent the future of the wealth management industry.” At 31 years old, Mehserle is a Certified Financial Planner certificate holder and is one of two partners at Pinkerton, Harkins and Mehserle Private Wealth.

Working with SHOOK Research, the list received nearly 24,000 nominations. SHOOK then culled the nomination list to approximately 5,800 and vetted those advisors based on interviews, industry experience, compliance records, revenue produced and assets under management to determine the top 1,000.

Pinkerton Harkins & Mehserle

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