Craig earned his bachelor’s degree in Business Administration with an emphasis in Finance and Accounting from California Polytechnic State University in San Luis Obispo—though he’ll tell you he also earned an unofficial minor in having fun and sleeping in.
He began his career with the Big Four accounting firm Deloitte, where he learned two important lessons: how to read financial statements upside down during client meetings, and how much caffeine it actually takes to survive a busy season. While there, he earned his CPA license and discovered his true passion: helping people make sense of complex financial decisions.
Today, Craig is a Certified Public Accountant in good standing, a licensed life insurance agent, and an Investment Advisor Representative with Rosenblatt Advisors (through Cetera Wealth Services). His practice focuses on estate planning, tax planning, asset management, and tax return preparation: basically, the stuff most people avoid talking about at family dinners, but that Craig genuinely enjoys.
Clients appreciate his ability to translate financial jargon into plain English, and his philosophy is simple: “I empower people with knowledge and a clear plan so they can make smart financial decisions with confidence.”
When he’s not crafting financial strategies, Craig can usually be found spraying golf balls in people’s backyards, spending quality time with his twins, bowling, reading, and traveling with his lovely wife. He has also been caught snuggling with his handsome labradoodle in his free time.