Expertise
Analysis, Consulting,Testimony. Practice, Protocols, Regulations. Intra-Industry Analysis. Employment Disputes. Client Complaints. Sales Practices. Complex Transactions and Situations. Case Strategy. Conflict, Dispute Resolution. Remote Virtual.
Investment Suitability. Asset Allocation. Wealth Management. Portfolio Construction. Oversight and Supervision. Misrepresentations. Omissions. Specialty and Closely Held Assets. Financial Planning.
Risk Management. Risk Controls. Internal and External Fraud. Defalcation. Fraud Investigation. Ponzi Scheme. Criminal Activity. Reputational Risk.
Trusts and Estates. Standard of Care. Fiduciary Duty. Trustee Duty. Due Diligence. Conflicts of Interest. Private and Corporate Trustees.
Private Banking. Retail Banking. Commercial and Business. Lending. Cash Management. 1031 Exchange, TICs, DSTs and QOZs. Specialty Closely Held Assets. Real Estate. Fractional Ownership. Business Interests.
Eric L Kronvall   CTFA

CEO, Esoteric Advisors
San Luis Obispo, CA 93401

Work: 805.886.6126
eric@esotericadvisors.com
esotericadvisors.com
LinkedIn
805.886.6126
Expertise
Analysis, Consulting,Testimony. Practice, Protocols, Regulations. Intra-Industry Analysis. Employment Disputes. Client Complaints. Sales Practices. Complex Transactions and Situations. Case Strategy. Conflict, Dispute Resolution. Remote Virtual.
Investment Suitability. Asset Allocation. Wealth Management. Portfolio Construction. Oversight and Supervision. Misrepresentations. Omissions. Specialty and Closely Held Assets. Financial Planning.
Risk Management. Risk Controls. Internal and External Fraud. Defalcation. Fraud Investigation. Ponzi Scheme. Criminal Activity. Reputational Risk.
Trusts and Estates. Standard of Care. Fiduciary Duty. Trustee Duty. Due Diligence. Conflicts of Interest. Private and Corporate Trustees.
Private Banking. Retail Banking. Commercial and Business. Lending. Cash Management. 1031 Exchange, TICs, DSTs and QOZs. Specialty Closely Held Assets. Real Estate. Fractional Ownership. Business Interests.

With over 37 years of experience in the financial services profession, Mr. Kronvall is the founder of Esoteric Advisors an expert consulting firm that specializes in unique areas of knowledge. We are readily prepared to analyze, consult, and function as an expert witness. Steadfast in seeking the truth and unflappable in our demeanor, we are experienced expert and material witnesses in both civil and criminal cases. The firm is adept at virtual and or in-person consultations and presentations. Our mission is to make specialized areas of financial services understandable to everyone in plain simple terms.

Mr. Kronvall is also the founder and chief compliance officer at Wealth Innovation, a Registered Investment Advisory Firm. Additionally he is founder and principal of Wealth Advocacy, a business and professional consultancy that advises clients upon a vast array of financial, organizational, vision and values driven discovery and solutions.

As a region manager of one of the largest global financial services companies, Mr. Kronvall oversaw such areas as leadership, audit and control, risk management, human resources, and public relations and community development. Functional areas of oversight including consumer and business banking, loan portfolios, insurance, fiduciary and trust, portfolio and investment partners, and various other business lines of production. He has worked with regulatory agencies, law enforcement, and international cross border issues.

As a wealth advisor he managed a credit, trust, and investment portfolio of over 3 billion in assets; revenues generated by these relationships was over 1 million dollars of annual revenue. He has extensive entity and trust administrative experience.

Mr. Kronvall has a of bachelor of arts in Political Science from Humboldt State University; he is a Certified Trust and Fiduciary Advisor; holds a California real estate license, a California life and disability license, and FINRA series 7 and 66.

Curriculum Vitae