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


