Craig is pleased to have joined La Pointe Wealth Management in March 2010. He spent the prior 11 years as a Financial Advisor with Edward Jones Investments in Temecula. Craig believes that each client’s situation is unique and requires personalized, individual planning. He combines his experience with that of the La Pointe Wealth Management team to develop strategies that allow clients to pursue their financial goals while remaining mindful to minimize exposure to taxes and excessive risk.
Craig has earned a Bachelor of Engineering degree in Electrical Engineering and Mathematics from Vanderbilt University. He was commissioned an officer in the United States Marine Corps, spending eight years on active duty as a CH-53E Helicopter Pilot. Craig has also earned a Master of Arts degree in Computer Resource and Information Management from Webster University. He holds Series 7, 63, and 66 securities registrations through LPL Financial, as well as life and long-term care insurance licenses. Craig also holds an Accredited Asset Management Specialist (AMMS®) designation granted by the College for Financial Planning.
Craig has lived in Temecula since 1998 and has two daughters. He strongly believes in the value of serving the community as evidenced by his membership in the Rotary Club of Murrieta, serving as President in 2014-2015. He was awarded Rotarian of the Year for the Club in 2012. Craig is also a Past President of the TVHS Girls Basketball Booster Club (3 yrs.) and a Past President of the Kiwanis Club of Temecula-Murrieta.