Eric Croak, CFP®, Recognized on Forbes 2024 Top Next-Gen Wealth Advisors List

Eric Croak, CFP®, founder, and president of Croak Capital joined Forbes’ 2024 Top Next-Gen Wealth Advisors list as a financially innovative provider of wealth management services. Eric is a Certified Financial Planner™, who has been in the financial industry for several years, and provides personalized financial services to high net worth clients. He offers services in retirement, investment, tax, and estate planning. 

The acknowledgment of such a kind proves not only the professional qualification of Eric but also his client-oriented approach and his desire to offer the clients effective and unique financial services. He leads the Croak Capital and uses technology to study the markets and to study the clients’ needs in order to deliver products that meet their short-term goals but secure their assets in the long-term. 

As you will notice, Eric has a broader approach to the matters of his clients and their families, in order to ensure that they can enrich their living in the present, while they safeguard their future. For this reason, his standing on the Forbes list is a clear pointer to his fitness in meeting the modern investor demands particularly on the issue of wealth management with a view to intergenerational transfer.

Eric has also had numerous publications in some of the most popular financial magazines and newspapers where he expresses his views on the current trends on the financial markets, as well as wealth management and planning. Due to his personalized management approach as well as his focus on efficiency and effectiveness, clients, as well as colleagues, love to work with him. 

The Forbes 2024 Top Next-Gen Wealth Advisors list is the list of the potential and committed next generation of the financial advisors. Nonetheless, Eric Croak’s award is well earned because he has been striving to enhance his clients’ financial status.

Disclosure: Source: Forbes.com (August 2024) 2024 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-In-State ranking awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 3/31/23-3/31/24. Neither Croak Capital nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Croak Capital is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com