With over 15 years of experience, Craig has extensive knowledge in portfolio management and comprehensive financial planning. He helps identify your goals and plan for the variety of needs that individuals, families, and businesses encounter. Craig is with you every step of the way, assuring you are not alone on your financial journey.
Born and raised in Campbell he attended Bellarmine College Prep and received his Bachelor of Science in Finance from Santa Clara University. When not working he enjoys spending time with his family, travelling, golfing, and standup paddle boarding.