Eric Croak
CFP, President of Croak Capital

Eric is a forward-thinking financial advisor known for integrating state-of-the-art technology and innovative strategies to guide high-net-worth clients through their financial journeys. With a focus on a balanced approach to wealth management, Eric prioritizes lifestyle planning and portfolio optimization. He creates tailored financial plans that help clients enjoy their current lifestyle while securing their future.

Recognized as a thought leader in the wealth management industry, Eric has been featured in Forbes, Business Insider, and local outlets like the Toledo Blade and WTOL. As a Certified Financial Planner and Accredited Wealth Management Advisor, he brings unique insights and cutting-edge techniques to navigate the complex financial world on behalf of his clients.