Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-200018
Active Dates
May 6, 2018 – May 6, 2027
About Craig J. Ferrantino
Craig J. Ferrantino, Certified Financial Fiduciary® & Certified Wealth Strategist® is the founder and president of Craig James Financial Services, LLC. Craig started his career on Wall Street at JP Morgan Private Banking Group in New York City performing asset management and assisting high net-worth clients. Since then, he has amassed more than 31 years of experience in the financial services industry.
During his years at JP Morgan Chase, Craig gained experience in Corporate Finance, Asset-Backed Securities, and Developing Country Asset Trading. Over the course of his career, Craig moved into the investment side of the business, starting with Smith Barney and then A.G. Edwards, concurrently moving from the city to the east end of Long Island. With these groups, Craig gained extensive experience and deepened his knowledge about financial planning for individuals and small businesses.
With the goal to provide truly independent, objective financial advice to his clients, Craig founded Craig James Financial Services, LLC in 2007 to provide specialty services in financial planning and wealth management for pre-retirees, retirees, seniors, and small businesses on Long Island. Craig wants to earn your trust and will work diligently to keep your trust for years to come. Craig is often contacted by the media to provide his independent outlook and thinking on the current markets and economy. Craig currently provides a daily economic and market update every morning at 7:20 AM on LI NEWS RADIO station 103.9 FM.
Craig holds a Master’s degree in International Affairs from Columbia University and a Bachelor’s degree in International Administration from New England College. Craig has passed three Principal/Supervisory Exams (Series 24, 30, 51), two General Industry/Product Exams (Series 7 and Series 31) and two State Securities License Exams (Series 63 and 65). Craig is a well-known speaker on issues relating to investing, retirement planning, financial strategies and wealth management. Craig holds the industry designations of a Certified Wealth Strategist® and a Certified Financial Fiduciary®.
Outside of the office, Craig lives with his wife and their three children in Quogue, NY. As a certified Advanced Emergency Medical Technician, he spends his free time volunteering with the Westhampton Ambulance. In addition, he also is a volunteer fire police officer with Quogue Village Fire Department. Craig serves as the New York Chapter Director for the educational nonprofit organization known as The Foundation for Personal Financial Education.
This organization seeks to educate members of the community on different aspects of financial and retirement planning.
Areas of Specialization
Retirement Planning
Tax Planning
Estate Planning
College Planning
Federal Benefits
NIL College Athlete Income Planning
Investing
Insurance
Social Security
Financial Planning
General Financial Guidance
Disclosure:
Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.
Craig Ferrantino is an Investment Advisor Representative offering Securities and Advisory Services through United Planners Financial Services, Member FINRA/SIPC. United Planners and Craig James Financial Services are independent companies.
Investment products and services available only to residents of: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Wisconsin, & Wyoming.
Insurance-related services may not be provided to individuals residing in any states other than CT, DC, PA, NY, FL, NC, NJ, SC, RI, OR, DE, WI ME, MA,VI, & AZ. A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. Tax services are provided independently of United Planners.
