Forbes Top Next-Gen Wealth Advisor
Robert J. Walczak, CFP®, AIF® has been named to the Forbes’ Best-In-State Next-Gen Wealth Advisors list for 2019. This list was published on Forbes.com and Robert was ranked #4 in New Hampshire. This is the second year in a row Robert has been recognized by Forbes after being named a Forbes’ Top 1000 Next-Gen Wealth Advisor for 2018.
Wayne Bloom, CEO of Commonwealth Financial Network® said, “Congratulations to Robert on being recognized by Forbes. The future of the financial advice industry is bright, and Granite State Wealth Management will undoubtedly continue to make a positive impact. We remain committed to providing the solutions the next generation of financial advisors need to power their journey and add time back into their day so they can focus on their clients.”
“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 2019 ranking of Forbes’ Best-In-State Next-Gen 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, 6,389 advisors were considered, and 1,495 (23 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.