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Houston Five Star award winner
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Hughes Landing in The Woodlands, TX, courtesy of the Houston Chronicle
Rachael Knapp, CPA, CFP ®
Managing Partner
Ramdas Accounting LLC
2023 Five Star
Investment Professional
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Two-Year Winner
PROFESSIONAL PROFILE

Rachael Knapp, CPA, CFP ®
Managing Partner
Ramdas Accounting LLC
281-655-3297
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PROFESSIONAL ACCOMPLISHMENTS

  • Five Star Investment Professional award winner 2023


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*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria).9. Education and professional designations/ industry and board certifications. 10. Pro Bono and community service work. This year, we honored 4 Houston-area investment professionals with the Five Star Investment Professional award.