Craig Faile, CLU®, ChFC®, CFP®, MBA, AIF®
For over twenty years I've enjoyed working with families and institutions who are interested in organizing, protecting, and growing their personal wealth. Some clients need help simply organizing and reviewing current investments, while others benefit from a customized financial plan. Whatever your needs may be you'll find comfort in knowing that you don't have to do it all by yourself. With over 20 years of experience, professionally trained as a CERTIFIED FINANCIAL PLANNER™, and a formal education that includes an MBA from Wake Forest University I’m strategically positioned to help clients manage the complexities involved in simplifying their investment decisions.
Professional
- Over twenty years specializing in Wealth Management
- Graduated Cum Laude-The University of South Carolina
- Masters of Business Administration(MBA)-Wake Forest University
- Chartered Life Underwriter (CLU®) professional designation
- Chartered Financial Consultant (ChFC®) professional designation
- Certified Financial Planner (CFP®) professional designation
- Series 6, 7, 63 securities registrations held with LPL Financial and Series 65 securities registration held with Independent Advisor Alliance.
- Offering access to investments from some of the most respected companies in the industry including Fidelity, Vanguard, Black Rock, and American funds just to name a few. (Fidelity, Vanguard, Black Rock and American Funds are not affiliated with LPL Financial.)
Personal
Craig resides in The Palisades community in Charlotte, NC with his wife Amy, three children Nicholas, Jonathan, and Elizabeth. Craig's involvement in the local community include volunteering at Steele Creek Athletic Association, supporting various fundraisers throughout the community, and Craig and his family are members of Good Shepherd United Methodist Church.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIALPLANNER™ and in the