Joseph L. Gresci Named 2012 Boston Magazine Five Star Wealth Manager

Joseph L. Gresci Named 2012 Boston Magazine Five Star Wealth Manager

Erwin, Gresci,Krasco & Prue Financial Group Partner is Among Select Group Honored

Stoneham’s own Joseph L. Gresci, CFP^â, MBA, CRPC^â, has been chosen as a 2012 Five Star Wealth Manager by Boston Magazine—an honor given to less than three percent of the 2,591 award wealth manager candidates in
the Boston area.

This year’s Five Star Wealth Manager Award candidates were chosen by one of three sources: firm nomination, peer nomination or pre-qualification based on industry standing. Self-nominations were not accepted. All candidates had to fulfill 10 required eligibility and evaluation criteria* and award recipients were based on their overall client services as well as a survey administered to 13,300 registered financial services professionals.

“Developing a financial plan for a client is far more than just a numbers game—it’s a hands-on customized strategic operation that starts and ends with a client’s
financial dreams. Be it helping them pursue a care-free retirement, helping preserve their estate, or funding college for their children or grandchildren, my clients each receive a customize plan that strategically matches their goals and priorities with the appropriate financial tools available. I marry my financial expertise with a diligent and unwavering focus on helping build dreams, one
client at a time.”

Joseph Gresci, owner and partner at the Woburn-based Erwin, Gresci, Krasco & Prue Financial group, is an
Investment Adviser Representative of Commonwealth Financial Network and was part of the Advanced Advisor group at a previous financial firm. In addition to being a CFP^â practitioner, Joe has also completed the necessary training and course work to achieve Certified Fund Specialist and Chartered Retirement Planning Counselor
designations in 1999 and 2002, respectively.

Joe graduated in 1976 from Northeastern University as a business major and then went on to complete his MBA and advanced master's certificate from Suffolk University in 1979 and 1985, respectively. Joe spends his spare time
as past president of Stoneham's Rotary Club, helping raise funds for charitable groups within the community. Last year he also was president at Stoneham's Chamber of Commerce and has been chairman for the high school's career mentoring program. Joe has been married for more than 35 years, has three adult children and enjoys family life and traveling.

Erwin, Gresci, Krasco, & Prue Financial Group, located at 400 Unicorn Park in Woburn Massachusetts, is an independent financial services firm specializing in wealth management, estate and tax planning, insurance solutions, and retirement income planning. David Erwin, Joe Gresci, Michael Krasco and Bill Prue are Investment Advisor Representatives affiliated with award winning Commonwealth Financial Network. Collectively they have been helping clients identify, prioritize, and realize their long-term financial goals for over 60 years. They offer securities and advisory services through Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser.  For more information please visit www.egkpfinancial.com or call (781) 569-6002.

*FiveStar award criteria include: being an active credentialed financial professional for a minimum of 5 years, having a favorable regulatory history, fulfillment of
firm’s internal review, accepting new clients, client retention rates, client assets administered, number of client households, and education and professional designations,  No fee is paid to be included in the research or on the final list.  The overall evaluation score reflects an
average of all respondents and may not be representative of any one client’s evaluation.  The award is not indicative
of this wealth manager’s future performance.  For more information, please visit www.fivestarprofessional.com