2024 Bethesda Magazine Top Financial Professional *
Alex Seleznev, MBA, CFP®, CFA, Founder & President of Capital Squared Financial, has once again been recognized as a 2024 Bethesda Magazine Top Financial Professional.
Bethesda Magazine asked hundreds of local, money-minded professionals for recommendations of their most qualified peers who work as financial advisers, tax accountants, estate and trust preparers, and insurance advisers.
The survey results, along with editorial research, form their go-to list of 60 top financial pros—the gold standard for wealth management in Montgomery County and Upper Northwest D.C.
Bethesda Magazine does not require a payment to be named among the Top Financial Professionals.
* Bethesda Magazine’s Top Financial Professionals 2024 Statement.
Bethesda Magazine’s Top Financial Professionals 2024 list ran in the November/December 2024 issue. The peer survey and editorial research took place Thursday, May 30 – Tuesday, June 18, 2024. The list was published on October 26, 2024. There was no direct/indirect compensation paid to participate. The methodology for the Top Financial Professionals 2024 list: Bethesda Magazine asked hundreds of local, money-minded professionals for recommendations of their most qualified peers who work as financial advisers, tax accountants, estate and trust preparers, and insurance advisers. The peer survey results, along with editorial research, formed our list of the top financial professionals.
Third-party rankings and recognition from rating services or publications are no guarantee of future success or quality. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor.
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