Phone: 800-888-5164 ext: 410
Investment Adviser Representative, MSFS, CFP®, CLU, CHFC
With a career spanning more than 40 years, Craig has earned a reputation of using his extensive education, with white-glove personalized service, to coordinate sophisticated and personalized estate and income tax planning with investments and cash flow to meet the needs of his clients.
Craig graduated with a Bachelor of Science (BS) degree in Molecular Biology from San Jose State University and a Master of Science in Financial Services (MSFS) from The American College. He has also earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL) designations, in addition to the Certified Financial Planner (CFP®) mark.
Craig cares deeply about his community, having served as Endowment Development Chair at the San Jose Metropolitan YMCA and the President of the San Jose Chapter of the Society of Financial Service Professionals. He has also taught financial planner classes at University of California at Berkely and has led public, private and corporate seminars throughout the Bay area.
Craig lives with his wife Peggy in San Jose and enjoys fine meals and spending time with family and friends.