AdvisorHub – Meredith Rosen & John Chang: Advisors to Watch

By: Michael Harris

June 24, 2024

I am thrilled to share some fantastic news that highlights the dedication and hard work within our team. Two of our colleagues, Meredith Rosen and John Chang, have been named on AdvisorHub’s “Advisors to Watch” lists for 2024.

Meredith has been recognized on the list of 100 Women Advisors to Watch. It’s an absolute privilege to see her receive this recognition.

Read more about her recognition here.

John Chang has also made us proud by being listed among the Top 200 RIAs to Watch. John joined our team a few years ago. John brings experience, commitment to hard work and his own personal approach to financial advising. We are excited to see him earn this recognition externally. Learn more about John’s achievement here.

Learn more about John’s achievement here.

Please join me in congratulating both Meredith and John! It is a joy to work alongside such dedicated professionals who we believe elevate our firm’s standards and enhance our client experience. We have no business without our valued clients. We couldn’t be prouder of these accomplishments and you allowing us to serve you.

Media appearances made by associated persons of Bluespring are for informational purposes only and do not constitute an endorsement or testimonial. Such appearances are not indicative of future performance or client experience.

AdvisorHub’s 2024 “Women Advisors to Watch” and “Advisors to Watch: RIAs” rankings were awarded in June 2024 by AdvisorHub, an independent third-party publisher. The rankings were based on data covering the period from December 31, 2022 through December 31, 2023. AdvisorHub evaluates nominees based on factors including the scale and quality of practice, year-over-year growth, professionalism, assets under management, revenue, and other business metrics. Investment performance is not a criterion. Participation is open to qualifying advisors and firms that meet AdvisorHub’s eligibility requirements. No cash or non-cash compensation was provided directly or indirectly by Bluespring to AdvisorHub in connection with obtaining or using these ratings. The ratings are not indicative of future performance or investment success and may not be representative of any one client’s experience.

Women Advisors to Watch 2024: Women Advisors to Watch 2024
Advisors to Watch: RIAs 2024: Advisors to Watch: RIAs 2024

The views expressed herein, including those of guests not affiliated with Bluespring Wealth, reflect the opinions of the author or speaker as of the date of publication, are not statements of fact, and are subject to change without notice. This communication is provided for informational and educational purposes only, does not constitute investment, tax, or legal advice. Any references to specific securities, products, or services do not constitute a recommendation or endorsement. All forward-looking statements and projections are subject to uncertainty and should not be relied upon as predictions of future results. All investments involve risk, including the possible loss of principal. Past performance of any security, index, strategy, or market is not indicative of future results. Any index performance referenced herein is provided for informational context only; indices are unmanaged, do not incur fees, and are not available for direct investment. Diversification and active management do not guarantee a profit or protect against loss in declining markets. Statistical data attributed to third parties is believed to be from reliable sources but has not been independently verified. Bluespring Wealth complies with the requirements of the SEC’s Marketing Rule with respect to the payment of referral fees or other compensation to promoters.

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