Craig J. Ferrantino, CF2

About Craig J. Ferrantino

Craig J. Ferrantino, Certified Financial Fiduciary® & CWS® and the founder and president of Craig James Financial Services, LLC, has more than 28 years of experience in the financial industry. He started his career on Wall Street in 1986 in the JP Morgan Private Banking Group in New York City where he assisted high net-worth clients manage their assets. During his years at JP Morgan Chase, he also worked in Corporate Finance, Asset-Backed Securities, and Developing Country Asset Trading. In 1995 he moved his career to Salomon Smith Barney in New York City. There he gained extensive experience and deepened his knowledge about financial planning for individuals and small businesses. After getting married and having children, Craig moved out of New York City to Southampton in Long Island and took a position at A.G. Edwards and Sons, where he specialized in wealth management and investment advising for high net-worth seniors and retirees.
With the need to provide independent, objective, financial advice to his clients, Mr. Ferrantino founded Craig James Financial Services, LLC. Craig James Financial Services, LLC is a Long Island-based investment and financial planning firm that specializes in financial planning and wealth management for pre-retirees, retirees, seniors and small businesses. Mr. Ferrantino's vision is to become your financial professional for life. He wants to earn your trust, and then work diligently with you to keep your trust for years to come.
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. He is the President of the Financial Planning Association of Long Island. Craig is also a Certified Wealth Strategist®.
Craig lives with his wife Jennifer and their three children in Quogue, NY. He is certified as an Advanced Emergency Medical Technician and is a volunteer with the Southampton Volunteer Ambulance. Craig has also volunteered for over 25 years with youth ministry programs. Craig is presently teaching religious education at both the Basilica Parish of the Sacred Hearts of Jesus and Mary in Southampton, as well as, The Church of the Immaculate Conception in Westhampton Beach. Craig is also the New York Chapter Director for the Foundation for Personal Financial Education, which is a nonprofit organization that promotes financial education.