Craig J. Ferrantino, Certified Financial Fiduciary® and Certified Wealth Strategist®, is the founder and president of Craig James Financial Services, LLC. He began his career at JP Morgan Private Banking Group, managing assets for high-net-worth clients. With over 32 years in the financial services industry, Craig has expertise in corporate finance, asset-backed securities and developing country asset trading. He has worked at Smith Barney and A.G. Edwards, gaining extensive experience in financial planning.
In 2007, Craig founded Craig James Financial Services, LLC, to provide independent financial advice and wealth management services to pre-retirees, retirees, older adults and small businesses on Long Island. He is a trusted media resource for market and economic insights and provides a daily economic update on LI NEWS RADIO.
Craig holds a master’s degree from Columbia University and a bachelor’s degree from New England College. He has passed multiple principal, industry and state securities exams. Craig is a prominent speaker on investing and retirement planning and serves as Chairman of the Financial Planning Association of Long Island. He volunteers as an Advanced Emergency Medical Technician and fire police officer and leads financial education nonprofits.
He lives in Quogue, N.Y., with his wife and three children.
Website: craigjamesfinancial.com
