Five Star award winner George B. Alden, Jr., CFP®, ChFC®, MBA, MSFS

PROFESSIONAL PROFILE

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George B. Alden, Jr., CFP^®, ChFC^®, MBA, MSFS

CERTIFIED FINANCIAL PLANNER™ Professional

Eagle Strategies LLC

Alden Financial Group

12201 Merit Drive, Suite 1000

Dallas, Texas 75251

Office: 972-774-2334

Cell: 972-768-1357

galden@eaglestrategies.com
www.aldenfinancial.com

Professional Approach

George is in his 43rd year of serving his clients and the local community. His philosophy is to work with honesty and integrity every day, and to offer exceptional customer service while following CFP® certification policies and procedures. He pays close attention to each client’s specific situation, listening to their needs, working closely with them, and making it his goal to forge lifelong relationships.

The complexity of the current financial marketplace makes it more important than ever to have a balanced approach to investing, guided by expert counsel and experience. George believes in a proactive approach to wealth management with proven money managers to minimize risks and provide greater opportunities.

George has built a reputation for providing trustworthy, well-researched advice to his clients. He uses a proven planning model as a CFP® professional that allows him to create a highly customized plan to meet each investor’s needs while coordinating it with their attorney, CPA and family members. This team approach with all interested parties has proven time and again to minimize those unintended consequences of life both now and down the road.

For more information see the video below:

https://mediahub.financialpicture.com/view/3714/574

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This award was issued on 7/1/21 by Five Star Professional (FSP) for the time period 09/21/2020 through 04/30/2021. 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. 4007 Dallas-area wealth managers were considered for the award; 323 (8% of candidates) were named 2021 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2020: 4374, 335, 8%, 7/1/20, 10/7/19 - 4/24/20; 2019: 3899, 393, 10%, 7/1/19, 10/22/18 - 5/3/19; 2018: 3851, 338, 9%, 7/1/18, 10/24/17 - 5/21/18; 2017: 2730, 382, 14%, 7/1/17, 9/26/16 - 4/28/17; 2016: 2471, 678, 27%, 6/1/16, 11/30/15 - 5/18/16; 2015: 2862, 684, 24%, 7/1/15, 11/30/14 - 5/18/15; 2014: 5080, 621, 12%, 7/1/14, 11/30/13 - 5/18/14; 2013: 3834, 698, 18%, 7/1/13, 11/30/12 - 5/18/13; 2012: 2688, 654, 24%, 7/1/12, 11/30/11 - 5/18/12.

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George Alden, Jr., CFP®, ChFC®, MBA, MSFS is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Texas, Minnesota and Missouri. No insurance business may be conducted outside these states referenced.

George Alden, Jr., CFP®, ChFC®, MBA, MSFS is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency, (972) 387-2929. In this regard, this communication is strictly intended for individuals residing in the states of Texas, California, Colorado, Minnesota, and Missouri. No offers may be made or accepted from any resident outside the specific states referenced.

Alden Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

George Alden, Jr., CFP®, ChFC®, MBA, MSFS is also separately registered as an investment adviser representative ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of Texas, California, Colorado, Minnesota, and Missouri. As such, these services are strictly intended for individuals residing in Texas, California, Colorado, Florida, Minnesota and Missouri.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.