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Craig J. Ferrantino, Certified Financial Fiduciary® & CWS® is the founder and president of Craig James Financial Services, LLC, a small boutique financial planning firm located in Melville, NY. He has more than 32 years of experience in the financial services industry. Craig started his career on Wall Street at JP Morgan Private Banking Group in New York City where he assisted high net-worth clients manage their assets. During his years at JP Morgan Chase, he also worked in Corporate Finance, Asset-Backed Securities, and Developing Country Asset Trading. Over the years Craig moved into the investment side of the business, starting with Smith Barney and then to A.G. Edwards, concurrently moving from the city to the east end of Long Island. There he gained extensive experience and deepened his knowledge about financial planning for individuals and small businesses.
Seeing a need in providing truly independent, objective, financial advice to his clients, Craig founded Craig James Financial Services, LLC in 2007. Craig James Financial Services, LLC is a Long Island-based investment and financial planning firm that specializes in financial planning and wealth management for pre-retirees, retirees, seniors and small businesses. Craig saw the need for a truly comprehensive practice where individuals can not only seek financial and retirement advice, but also review and complete taxes and handle estate planning issues with an in-house elder law and estate planning attorney as well as a CPA on staff. He wants to earn your trust, and then work diligently with you to keep your trust for years to come.
Craig holds a Master’s degree in International Affairs from Columbia University and a Bachelor’s degree in International Administration from New England College. Craig has passed three Principal/Supervisory Exams (Series 24, 30, 51), two General Industry/Product Exams (Series 7 and Series 31) and two State Securities License Exams (Series 63 and 65). Craig is a well-known speaker on issues relating to investing, retirement planning, financial strategies and wealth management. At present, Craig is the President of the Financial Planning Association of Long Island, a 350+ member organization of financial professionals. Craig holds the industry designations of a Certified Wealth Strategist® and a Certified Financial Fiduciary®.
Craig lives with his wife and their three children in Quogue, NY. Outside of the office, Craig puts his certification as an Advanced Emergency Medical Technician to use and volunteers with the Southampton Volunteer Ambulance. Craig is looked upon by the media and other organizations as a reliable and trustworthy source for financial and retirement knowledge, leading to his role as the New York Chapter Director the American Financial Education Alliance and The Foundation for Personal Financial Education. Both of these organization seek to educate members of the community on different aspects of financial and retirement planning.
Craig lives with his wife and their three children in Quogue, NY. Outside of the office, Craig puts his certification as an Advanced Emergency Medical Technician to use and volunteers with the Southampton Volunteer Ambulance. Craig is looked upon by the media and other organizations as a reliable and trustworthy source for financial and retirement knowledge, leading to his role as the New York Chapter Director the American Financial Education Alliance. Both of these organizations seek to educate members of the community on different aspects of financial and retirement planning.
Craig Ferrantino is a registered representative offering securities and advisory services through United Planners Financial Services member FINRA, SIPC. Craig James Financial Services and United Planners are not affiliated. Materials discussed is not to be construed as specific tax or legal advice and is not a recommendation to buy or sell any securities.
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