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Craig J. Ferrantino Financial Weekly Report
Hear the Craig J. Ferrantino economic and market report every weekday at 7:20 AM on LI
NEWS RADIO station 103.9 FM with Jay Oliver!
Craig J. Ferrantino, Certified Financial Fiduciary® & Certified Wealth Strategist®, is the founder
and president of Craig James Financial Services, LLC, a boutique financial planning firm in
Melville, NY. With more than 35 years of experience, Craig began his career on Wall Street at
JP Morgan Private Banking Group in New York City, assisting high-net-worth clients. He also
worked in Corporate Finance, Asset-Backed Securities, and Developing Country Asset Trading
at JP Morgan Chase.
Transitioning to the investment side, Craig worked with Smith Barney and A.G. Edwards,
gaining extensive experience in financial planning for individuals and small businesses. In 2007,
he founded Craig James Financial Services, LLC to provide independent, objective financial
advice, specializing in financial planning and wealth management for pre-retirees, retirees,
seniors, and small businesses. Craig saw the need for a comprehensive practice where clients
can receive financial and retirement advice, complete taxes, and handle estate planning issues
with an in-house elder law and estate planning attorney and a CPA on staff.
Craig holds a Master’s degree in International Affairs from Columbia University and a Bachelor’s
degree in International Administration from New England College. He 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 investing, retirement planning, financial strategies, and wealth
management. He holds the industry designations of Certified Wealth Strategist® and Certified
Financial Fiduciary®.
Craig lives with his wife and their three children in Quogue, NY. Outside of the office, Craig
volunteers as an Emergency Medical Technician with the Westhampton Volunteer Ambulance and
as a fire police with Quogue Village Fire Department. He serves as the New York Chapter
Director for the American Financial Education Alliance and The Foundation for Personal
Financial Education, both of which aim to educate the community on 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 are not to be construed as specific tax or
legal advice and are not a recommendation to buy or sell any securities.
