Craig W. Eissler - Financial Advisors

Home
Our Team
Craig W. Eissler

Why I Love My Job

I work at HH for the culture. We work hard for our clients and enjoy the satisfaction of helping others achieve their financial goals – and have some fun along the way.

Craig is based in Halbert Hargrove’s The Woodlands office. As a Wealth Advisor, his highest-level objectives are to protect his clients’ wealth and help them secure their financial goals—while at the same time hearing from them that they feel understood, comfortable and pleased with the entire wealth advisory process. Craig excels at listening to clients and providing a sounding board for their financial concerns. He says he particularly enjoys “the face-to-face interactions I have with clients: Getting to know them on a personal level.”

Before joining HH in 2011, he served as a senior analyst for strategic planning at Fluor Corporation.

Craig earned his Bachelor of Science in Mechanical Engineering in 2005 and his MBA in 2009, both from the University of Texas at Austin. Craig has earned a number of investment professional designations. He is a CERTIFIED FINANCIAL PLANNER™ professional and was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies. He has also achieved the Certified Investment Management Analyst^® designation sponsored by the Investments & Wealth Institute^® (formerly IMCA®).

In January 2021, Craig earned the Professional Plan Consultant^® designation through Fi360. This demonstrates his knowledge of ERISA requirements for employer-sponsored retirement plans and his ability to carry out plan services with a fiduciary standard of care.

Craig married his high school sweetheart in 2006. They are parents to a son and a daughter; the family shares their home with their dog, a chocolate lab. Craig enjoys golf, cooking and exercise in general—and is happy to count himself among those who value optimism and a keen sense of humor. The Eisslers are members of The Woodlands Methodist Church in The Woodlands, TX

Fun Fact

My first-ever job was selling Christmas trees – I was pining for money!

Craig’s Insights

HH Advisor Insights

Buying and/or Selling Your House During COVID

HH Advisor Insights

Golf: The (almost) perfect sport

HH In The News

5 Retiree Investment Options to Help Extend your Savings While Managing Risk

HH ranked No. 8 on the 2023 CNBC Financial Advisor 100 list

Last received September 2023 based on 12/31/2022 data.
CNBC enlisted data provider AccuPoint Solutions to assist with ranking.

View Ranking
Disclaimer and Methodology

Disclaimer

The rating is not indicative of Halbert Hargrove Global Advisors future performance. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey.

Methodology

CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA 100 list.

The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors. This analysis started with an initial list of 40,646 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 812 RIAs with those firms meeting CNBC’s proprietary criteria.

CNBC staff sent an extensive email survey to all those firms that met the initial criteria to gather more details. In turn, those advisory firms filled out a comprehensive application in regard to their practice. The CNBC team verified that data with those firms and with the SEC regulatory database. AccuPoint once again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms.

The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet CNBC’s requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included:

Advisory firm’s regulatory/compliance record. (editor’s note: Each advisory firm’s CRD number was checked for validity. Any firm that had a disclosure on its SEC ADV was automatically disqualified from the ranking)
Number of years in the business.
Number of certified financial planners.
Number of employees.
Number of investment advisors registered with the firm.
The ratio of investment advisors to total number of employees.
Total assets under management.
Percentage of discretionary assets under management.
Total accounts under management.
Number of states where the RIA is registered.
Country of domicile.