With over 20 years of experience in the Financial Services industry, Craig believes the Wealth Management Process is more than just managing assets. It’s the process of understanding clients’ life stories that capture the values and unique circumstances that define them.
Craig works with successful individuals, families and business owners to provide comprehensive Wealth Management Planning that is objective and personalized.
He attributes his passion to his father, an Institutional Equities Trader. Growing up in the business with his father is where he developed a passion and interest in the investment process.
Craig’s expertise originated from his experience as a Financial Advisor with SunAmerica, Charles Schwab, and Morgan Stanley. He also spent a number of years as a Regional Vice President with Fortis Financial and Transamerica.
A native to Los Angeles, Craig remains very active and supportive in his family’s busy lives. He resides in Los Angeles with his wife, Kim and their three daughters, Brooke, Payton and Keegan. In his spare time, Craig enjoys playing golf, working out and spending time with family and friends.
Education and Certifications:
- Bachelor of Science in Business Administration University of Southern California
- CA Insurance License #0B56806