Craig Ackerman, CFP®, CIMA®, CRPC®

Craig feels clients routinely request to work with him because of his natural attention to detail and expertise. He is a natural problem solver and has an intrinsic love of numbers —so he always strives to provide a clearly defined plan of action and comprehensive, highly dependable methods for monitoring the effectiveness of each investment.

Craig believes he has a knack for breaking down seemingly complex information or procedures into scalable, easy-to-understand strategies that he hopes his clients can feel confident and excited about.

For many years, Craig worked in sales and retail management. He feels that this service-based background helped hone his ability to really hear the needs of his clients and diagnose problems with tailored solutions.