Casey Craig, AIF
Founding Senior Partner
Since 2001, former professional baseball player, Casey Craig, has been working in a different ballgame: retirement income planning. The stakes, however, are just as high! “It’s important,” says Casey, “that people know they can trust their financial advisor.”
Casey holds the FINRA Series 7, 63, 65, and 24 registrations with LPL Financial, he holds the Accredited Investment Fiduciary (AIF) professional designation and as an LPL Investment Advisor Representative, he is held to the fiduciary standard, which requires him to always act in the client’s best interests. Casey says there are a lot of options available in investment strategies, but a good advisor can not only deploy the strategy but make sure the client understands what’s happening with their money.
Casey believes in the time-tested Core Satellite methodology when building a client portfolio, with an emphasis on achieving market or better returns with below-market volatility*.
A graduate of Central Michigan University Casey was selected by the Seattle Mariners in the 1993 Major League Baseball amateur draft. In his spare time he dedicates himself to coaching and mentoring inner city youth in basketball.
*There can be no assurance in our investment process. Actual results may vary.
**Access Casey's Form ADV Part II Here**