Joseph in the Media

Below you will find clips of my News10 Good Morning Show news segments where I am a regular contributor every Monday through Friday around 6:40 AM, as well as links to other various appearances I have made in the media.

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  • For the eighth straight year, I was awarded the designation of "Premier Advisor2" from Wells Fargo Advisors, a distinction that reflects my commitment to client service. Please take a look at the press release below.

Premier Advisors 2014 Media Release - Joseph F. Eschleman, CIMA®

  • For the second consecutive year, I was named to the Five Star Wealth Manager5 list by Sacramento Magazine and Five Star Professional. This distinction further reflects my commitment to serving my valued clients best interests.

2014 Five Star Wealth Manager - Joseph F. Eschleman, CIMA®

  • I was named as one of Sacramento Business Journal's distinguished Top Forty Under 401. This honor is placed upon those individuals who have demonstrated strong leadership skills and are heavily invovlved in their surrounding community prior to reaching the age of 40.

Sacramento Business Journal's 2013 To Forty Under 40 Media Release - Joseph F. Eschleman, CIMA® 

  • I recently attended Wells Fargo Advisors' Higher Education Conference held at the National Archives in Washington, D.C. I was able to glean valuable insight and analysis from world-renowned industry specialists and public figures.

Higher Education Exclusive Conference Media Release - Joseph F. Eschleman, CIMA®

  • For the seventh straight year, I was awarded the designation of "Premier Advisor2" from Wells Fargo Advisors, a distinction that reflects my commitment to client service. Please take a look at the press release below.

Premier Advisors 2013 Media Release - Joseph F. Eschleman, CIMA®

  • The following link takes you to the March 19, 2012 edition of Newsweek Magazine, where I am featured in the magazine's top Wealth Managers of Northern California3 spotlight profile:

Northern California Wealth Managers - Joseph Eschleman, CIMA®

  • I received recognition as a National Association of Board Certified Advisory Practices (NABCAP) Premier Advisor4, an exclusive group of financial advisors who represent the best in quality wealth management in Sacramento, CA.

NABCAP Premier Advisor Media Release - Joseph F. Eschleman, CIMA®

  • I recently attended Wells Fargo Advisors' Higher Education Conference held at the Air Force Academy in Colorado Springs, Colorado. This conference allowed me the opportunity to learn from world-renowned industry specialists and public figures.

Higher Education Exclusive Conference Media Release - Joseph F. Eschleman, CIMA®

  • For the sixth straight year, I was awarded the designation of "Premier Advisor2" from Wells Fargo Advisors, a distinction that reflects my commitment to client service. Please take a look at the press release below.

Premier Advisors 2012 Media Release - Joseph F. Eschleman, CIMA®


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Joseph F. Eschleman, CIMA®

Managing Director - Investment Officer

Wells Fargo Advisors, LLC
400 Capitol Mall, Suite 1700
Sacramento, CA 95814

Phone: (916) 491-6327

joseph.f.eschleman@wellsfargoadvisors.com

 

  1. Forty Under 40 award does not have selection criteria and is awarded by the editors of the publication. The ranking is not an endorsement and is not indicative of past or future investment performance.
  2. The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of standards as measured by one or more of the firm’s criteria for revenue generation, educational attainment and client-service best practices.
  3. Please note that this is a paid advertisement listing and is not a ranking and has no criteria for selection.
  4. The 2012 NABCAP ranking and evaluation is performed by an independent third-party assessment based on 20 categories of practice management; including experience, education, cost and investment planning. Participants are objectively compared and evaluated numerically. A minimum score must be attained for a practice to be considered for the final list, Winners are listed in alphabetical order.. There is no cost for advisors to participate. The rating is not representative of any one client's experience and is not indicative of past or future investment performance.
  5. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 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. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 809 Sacramento wealth managers were considered for the award; 167 (~21 % of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.