Financial planning these days depends heavily on the assistance of an independent financial advisor. The complexity of this process is best analyzed and interpreted by these financial consultants, so it is necessary that you hire some of the best financial advisors in the world. Keeping the present state of economic crunches and meltdowns in mind, I have made a list of the 10 best financial advisors in the US 2012. So, if you are in search of the best financial advisor, then do take into account my list.
10. Peter Mallouk
The company named as Creative Planning is defined by the presence of this individual. Peter Mallouk is the specialist in financial management, retirement plan consultation, financial planning and all sorts of wealth management services. At the present time, the company is engaged in the management of more than $ 4 billion for their clients located not only in the United States, but also in other corners of the world.
9. Richard Saperstein
What makes High Tower as the lead in terms of financial planning and advice are the expertise of Richard Saperstein and a number of talented individuals just like him. Presently, he is in the position of senior managing director in the company. Based on the reports of The Barron’s Annual Survey, Richard has always been ranked among the top 10 financial advisors in the US and probably in the world. To summarize his expertise, let me inform you that he has more than 30 years of combined experience in the sector of financial planning and advisory services.
8. Ron Carson
Ron Carson is the man behind the formation of the company, Carson Wealth Management Group which is known for its excellent and direction oriented services. With more than 25 years of combined experience, Ron is regarded as one of the best financial advisors in the United States of America. Furthermore, he has also written a book which explains in detail the secrets behind his huge success. Most of the Rookie’s in the sector consider this book of his as a masterpiece for success.
7. Paul Tramontano
Paul was one of those individuals who founded The Constellation Wealth Advisors LLC. His job in the firm is to formulate all the strategies and techniques which are used in giving financial advisory services to all their clients. In short, the investment and financial industries in the US are incomplete without Paul. He has a combined experience of more than 25 years of working in The Stock Exchange, Massachusetts Institute of Technology and in many other high profile firms and companies.
6. Martin C. Bicknell
Martin is the CEO of the company known as Mariner Holdings. There are a number of other companies that fall under the banner of Mariner Holdings. Even before the formation of the company, Martin was considered to be one of the top authority figures and experts when it came to financial advisors. Furthermore, he is also ranked among the top 10 financial advisors in the US by The Barron’s Survey.
5. Fred Fern
Churchill Management Group is one of the most experienced and professional company in the market. The company is now considered to be the best in the market by a large number of clientele. All the credit goes to the man behind the formation of the company, Fred Fern. It was more than 45 years back, when he had founded the company. Since those times, Fred has been giving his services in real estate investments, economic as well as political analysis and in a number of financial counseling domains.
4. Robert A. Clarfeld
Robert Clarfeld is the founder of Clarfeld Advisors which is one of the best financial investment and planning firm in New York. Robert is marked by the rare skills he possesses in the domain of financial and investment planning. Furthermore, he also happens to be the chairperson of the Investment Policy Committee. There are thousands and thousands of satisfied clients all over the US who can testify the expertise of this individual.
3. David R. Zier
When David had joined the company (Convergent Wealth Advisors) in the year 1998 as one of the first employees, he could never have imagined that one day he is going to be the CEO of the firm. The success and development of this firm over the past few years can all be credited to the technical and financial advisory skills of David. Currently, he is close consultation with some of the richest and most complex clientele. Baron’s 2012 Survey has also ranked him the 3rd in the United States which is an open testament for the rare skills of this individual.
2. Steve Lockshin
Steve Lockshin is the face of Convergent Wealth Advisors. Presently, he has been ranked at the number 1 spot in the regions of California and the 2nd best in the United States. He was the person behind the formation of this wealth management firms. So, if you are looking for some of the most flexible investment and wealth management solutions, then Steve is the person you should get in touch with.
1. Ric Edelman
Considered to be the best independent financial advisor in the United States, Ric has all it takes to be the best. He has been ranked as the number 1 many times by the Barron’s Survey. No one can match the expertise and financial management skills of these individuals. He has been providing his services not only in the US, but also in the continent of Europe. Furthermore, his firm has also won a reward of being the best financial advisor in the US.
