Awards:
Barron's Top Independent Advisors 2011 (#1 Nationally)
Barron's
http://online.barrons.com/report/top-financial-advisors/independent
Barron's Top Financial Advisors 2012 - State by State (#1 in California)
Barron's
http://online.barrons.com/report/top-financial-advisors/1000/california/2012
Barron's Top Independent Advisors 2012 (#2 Nationally)
http://www.convergentwealth.com/article/barron%E2%80%99s-ranks-steve-lockshin-2-and-dave-zier-6-top-independent-advisor-list
Barron's Top Financial Advisors 2013 State by State - (#1 in California)
Barron's
http://www.prweb.com/releases/2013/2/prweb10447112.htm
Certifications:
CIMA, IMCA
Investment Strategist Certificate, IMCA