Craig Foreman, a former CPA with a background in public and corporate accounting, brings a keen analytical mind and meticulous attention to detail to Coriolis Wealth Management. His path to financial advising began in Texas, where he initially moved to Odessa to delve into corporate accounting. However, his desire for client interaction and a more personal impact led him to explore financial advising, inspired by his father-in-law, Buddy Coke.
Craig’s approach to financial planning is shaped by his analytical nature and thorough understanding of financial intricacies. He meticulously reviews each client’s situation, providing comprehensive and tailored advice. Craig’s dedication to excellence helps ensure that every client receives a high level of service and the most suitable financial strategies, making him a trusted advisor for those seeking to navigate the complexities of wealth management.
Family is at the heart of Craig’s practice, reflecting the values he shares with Buddy. Together, they have created a family-oriented business that prioritizes trust, integrity, and client empowerment. Craig is excited about leveraging advanced tools and strategies to offer genuine financial planning, helping clients achieve their goals and plan for their financial futures. When he’s not working, Craig enjoys spending quality time with his family, playing golf, and continually seeking ways to enhance the services offered by Coriolis Wealth Management.
