LPL Financial Advisor, CFP®
CA Insurance Lic. #0C72572
Craig joined the La Pointe Wealth Advisors team in March 2010 after spending the prior 11 years as a Financial Advisor with Edward Jones Investments in Temecula. He knows that each client's situation is unique and requires personalized, individual planning. He combines his experience with that of the La Pointe team to develop strategies that allow clients to pursue their financial goals while remaining mindful to minimize exposure to taxes and excessive risk.
Craig earned a Bachelor of Engineering degree in Electrical Engineering and Mathematics from Vanderbilt University. Upon completion of his undergraduate education, he was commissioned an officer in the United States Marine Corps and spent 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 is proud to have earned the right to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with the Certified Financial Planner Board of Standards certification and renewal requirements.
Craig has lived in Temecula since 1998. He and his wife, Tiffany, have four grown children. As part of his devotion to family, Craig strongly believes in the importance and value in serving the community in which they live. He is a member and Past President of the Rotary Club of Murrieta and was awarded the Club’s Rotarian of the Year Award in 2012. He currently serves on the Board of Directors for the California Chamber Orchestra, is a Past President of the Temecula Valley HS Girls Basketball Booster Club (3 years) and is a Past President of the Kiwanis Club of Temecula-Murrieta.