Recognitions and Experience
Important Recognitions
At Assured Concepts Group, our focus is built on years of professional experience, ongoing education, and a commitment to supporting clients and their families. Recognitions and industry affiliations highlight our participation in professional development and training programs. These acknowledgments should not be interpreted as guarantees of future results or investment performance.
Awards & Associations
Five Star Wealth Manager Award (2013 – 2024)
The Five Star Wealth Manager Award is administered by Five Star Professional and is based on factors such as client retention, client assets administered, and regulatory history. This recognition reflects the selection process at the time of evaluation and does not predict future performance or outcomes.
The most recent award was received in 2024, based on the evaluation period of January 2024 through December 2024.
Five Star Investment Professional Award (2013 – 2024)
The Five Star Investment Professional Award is administered by Five Star Professional and considers criteria such as professional credentials, industry experience, and regulatory history. This recognition reflects the evaluation process at the time awarded and should not be interpreted as a promise of success or an endorsement of specific strategies.
The most recent award was received in 2024, based on the evaluation period of January 2024 through December 2024.
Ed Slott’s Master Elite Advisor Group™ (2013 – present)
Membership in Ed Slott’s Master Elite IRA Advisor Group™ involves annual training, continuing education, and membership fees. This affiliation reflects participation in advanced retirement distribution planning programs but should not be considered an award or a guarantee of investment performance.
Professional Plan Consultant (PPC™) Designation (2025)
The PPC™ designation is provided through training in fiduciary responsibility, retirement plan design, investment selection and monitoring, plan administration, service provider due diligence, and participant communication. Designation holders are trained in implementing prudent processes for retirement plan management.
This designation was awarded by Fi360 in 2025 upon successful fulfillment of all program requirements.
Enrolled Agent (EA) Credential – David Schlossberg
An Enrolled Agent is an individual authorized to represent taxpayers before the Internal Revenue Service. This credential is earned either by passing a three-part IRS examination covering individual and business tax returns, or through qualifying IRS experience. Enrolled Agent status is the highest credential the IRS awards and requires adherence to ethical standards along with 72 hours of continuing education every three years.
Status of David Schlossberg as an Enrolled Agent can be verified here: Enrolled Agent Directory
Thought Leadership
Advisors at Assured Concepts Group have been featured or quoted in respected publications and media outlets, including:
Media references reflect professional contributions at the time and should not be viewed as endorsements or indicators of future results.
Important Disclosures
- Awards and recognitions are not indicative of future investment performance or client success.
- The Five Star Wealth Manager and Five Star Investment Professional Awards are administered by Five Star Professional. Selection criteria include client retention, regulatory history, and professional credentials. Assured Concepts Group did not provide compensation for these recognitions.
- Membership in Ed Slott’s Master Elite IRA Advisor Group™ requires annual fees and training. It is a professional education program and not an endorsement or award.
- The PPC® designation is conferred by Fi360, a Broadridge company, upon successful completion of paid coursework, a proctored exam, and ongoing continuing education. Holding the designation does not imply a specific level of skill or endorsement by any regulatory authority.
- Mentions in third-party media reflect past commentary and do not imply endorsement.
- Educational content, including podcasts and speaking engagements, is for informational purposes only and should not be relied upon as personalized financial advice.
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