Tom Canale named a Best-In-State Wealth Advisor by Forbes
Canale Financial Group is pleased to announce Private Wealth Advisor Tom Canale has been named a 2022 Best-In-State Wealth Advisor by Forbes.
"Recognition as a Best-In-State Wealth Advisor is a huge honor," said Tom. "My team and I strive for excellence when it comes to wealth management and helping clients achieve greater financial security, and we're thrilled to see our efforts validated through this award."
The prestigious list - comprised of high-performing financial services professionals - is based on a variety of factors including revenue produced, assets under management, compliance records and industry experience, among others.
Honorees are nominated by their firms, and each advisor is thoroughly vetted, interviewed, and assigned a ranking by SHOOK Research. Forbes receives more than 30,000 applicants for this annual ranking, and only a small percentage are named among the best wealth advisors in their state. Over 100 of the honorees are Northwestern Mutual advisors from around the country - the company's best-ever showing on the annual ranking.
A leading advisor in Illinois, Tom began his career with Northwestern Mutual in 1995. Tom's practice focuses on developing accumulation and distribution strategies focused on lifestyle and legacy goals for pre-retirees and retirees, as well as providing objective advice to build and secure wealth for busy, high-achieving professionals and entrepreneurs. The group also specializes in helping families with an individual with special needs to maximize financial resources and provide a lifetime of financial security for their loved ones.