Craig is a Wealth Manager at Heritage Investment Group and has been with the firm since 2006. Craig holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of South Florida. He is also a Certified Financial Planner™ practitioner and holds a bachelor’s degree in finance from Florida Atlantic University. Craig is a past president of the Estate Planning Council of Broward County and a graduate of Leadership Broward Class XL. Prior to joining Heritage, Craig spent six years as a Financial Consultant with Charles Schwab & Company where he developed and maintained client relationships focusing primarily on investment analysis and portfolio