SPECIAL ADVERTISING SECTION WEALTH MANAGERS
Financial Independence , LLC
Live Your Best Life
10
YEAR WINNER
Left to right : Ten-year winner Rick W . Campbell , MBA , ChFC ®, BFA™ , AIF ®, President , CEO ; Jude Capalbo , MBA , VP , COO ; Kevin Pierro , CFP ®, Advisor ; Katie Riley , Office Administrator ; Ten-year winner Mark Lavallee , MBA , CFP ®, VP , Senior Advisor ; Keesha Dickey , Operations Specialist
If you have worked with financial firms in the past , you may be surprised by our approach . The difference is not so much what we do but how we do it , and more importantly , why we do it . Our primary purpose is to help our clients live their best lives , and by doing so , we live ours .
Our best life planning and investment process is designed to help you :
• Balance rich life experiences today while preparing for tomorrow
• Enrich your life with purpose and meaning , and the confidence you ’ re doing the best you can
• Simplify your life by helping you evaluate your priorities and make informed choices , freeing up time for what is truly important to you
• Transcend stress , anxiety and uncertainty and maximize peace of mind , financial security and confidence
931 Jefferson Boulevard , Suite 2005 Warwick , RI 02886 Phone : 401-681-4825 rick @ fi-ri . com • mark @ fi-ri . com www . fi-ri . com
FIVE STAR WEALTH MANAGER AWARD WINNER
Certified Financial Planner Board of Standards Inc . owns the certification marks CFP ®, Certified
finanCial Planner™ , and the CFP ® mark ( with plaque design ) in the U . S . Financial Independence , LLC is a Registered Investment Advisor and only transacts business where it is properly registered or is excluded or exempted from registration requirements . Registration as an investment advisor is not an endorsement of the firm by securities regulators and does not mean that the advisor has attained a particular level of skill or ability .
Mark Rapoza AIF ®, CFS ®, CIS™ , Vice President , Financial Advisor Process-Driven Wealth Management
2
YEAR WINNER
Left to right : Beverly A . Bowen ; Christy N . Hill ; 2023 and 2024 winner Mark Rapoza , AIF ®, CFS ®, CIS™ , Vice President , Financial Advisor ; Nicholas Cardello ; Kristin M . Cambio , WMS™
42 Weybosset Street Providence , RI 02903 Phone : 401-444-0254 mrapoza @ barrettandcompany . com barrettandcompany . com
FIVE STAR WEALTH MANAGER AWARD WINNER
• An approach focused on panoramic financial planning and personalized wealth management
• Freedom to focus on what really matters and an emphasis on what is in your control
• Evolves through all stages of a client ’ s financial life
Mark Rapoza has been with Barrett & Company since 1994 and is a vice president at the firm . He is an Accredited Investment Fiduciary and holds the CFS ® and CIS™ designations from the Institute of Business & Finance .
Mark helps lead Barrett & Company ’ s wealth management team and is active in shaping both investment philosophy and policy using the Four Square Method ® developed at the firm . The team at Barrett advocates for what is most important to their clients through meticulous planning and clear guidance for their family and their future . They look forward to the opportunity to work with clients side by side to create the blueprint to a strong financial foundation .
Mark Rapoza is a both a Registered Representative and Registered Investment Advisory Representative with Barrett & Company , which means that in addition to his professional services as a broker , he is also registered with the Firm ’ s investment advisory business where he manages client portfolios . Please refer to https :// www . barrettandcompany . com // important-disclosures for further disclosures .
completed questionnaire was used for rating . This rating is not related to the quality of the investment advice and based solely on the disclosed criteria . 703 Rhode Island-area YEAR : # Considered , # Winners , % of candidates , Issued Date , Research Period . 2023 : 637 , 136 , 21 %, 12 / 1 / 21 , 3 / 29 / 21 - 10 / 1 / 21 ; 2022 : 648 , 130 , 20 %, 12 / 1 / 21 , 3 / 29 / 21 545 , 131 , 24 %, 11 / 1 / 18 , 3 / 16 / 18 - 10 / 4 / 18 ; 2017 : 476 , 189 , 40 %, 11 / 1 / 16 , 0316 / 16 - 11 / 1 / 16 ; 2016 : 495 , 173 , 35 %, 10 / 1 / 16 , 5 / 6 / 16 - 10 / 4 / 16 ; 2015 : 637 , 194 , 30 %, - 9 / 30 / 11 . Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers .
registered investment adviser representative ; 2 . Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years ; 3 . Favorable regulatory and complaint history review ( As defined by FSP , the wealth pending , dismissed or denied complaints with any regulatory authority or FSP ’ s consumer complaint process . Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints past 11 years ; E . Been terminated from a financial services firm within the past 11 years ; F . Been convicted of a felony ); 4 . Fulfilled their firm review based on internal standards ; 5 . Accepting new clients . Evaluation criteria – considered : 6 . One-year evaluate quality of services provided to clients . The award is not indicative of the wealth manager ’ s future performance . Wealth managers may or may not use discretion in their practice and therefore may not manage their clients ’ assets . The as to future investment success , nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future . Visit www . fivestarprofessional . com .
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