Granite Bay, CA — Kerux Financial proudly announces that CEO David Laut has once again secured his position in Forbes’ Best-in-State Wealth Advisors list.
A renowned leader in the financial sector, David Laut brings dynamic expertise to retirement income planning, investment management, and income tax planning. His steadfast dedication to client success empowers them to pursue their financial goals, paving the way toward financial confidence and more fulling lives.
The Forbes ranking of America’s Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management. compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
