Forbes Top Next-Gen Wealth Advisor
Robert J. Walczak named Forbes Top 1000 Next Generation Wealth Advisor
Robert J. Walczak, CFP®, AIF® has been named to the Forbes’ Top 1,000 Next Generation Wealth Advisors list for 2018. Robert is one of only five advisors named in New Hampshire.
This list published on Forbes.com recognizes wealth advisors born in 1980 or later. Robert was chosen from over 23,862 nominations. Forbes completed over 5,400 phone interviews and 1,350 in-person interviews before selecting the recipients of this prestigious award.
Wayne Bloom, CEO of Commonwealth Financial Network® said, “Congratulations to Robert on being recognized by Forbes. This vibrant advisor brings new ideas and fresh perspectives to the industry and represents the next generation of independent advice for investors. We are proud to see Robert recognized, feel fortunate to have Granite State Wealth Management as part of the Commonwealth community, and remain committed to serving this growing practice with the intuitive, integrated technology, tools, and resources that drive productivity and keep their business client forward.”
“My mission to deliver drives me to provide peace of mind, security, and accountability to each and every client while dedicating myself to constant and never-ending improvement,” Robert says. “This award is one of the most gratifying recognitions I could receive as an independent financial advisor because it's one more assurance to my clients of my commitment to putting their interests first.”
The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors1 recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. Click here for the full methodology2 that Forbes developed in partnership with SHOOK Research.
1This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you.
2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.