Broker Check
Craig Townsend, CFP®, CLU, ChFC

Craig Townsend, CFP®, CLU, ChFC

CFO, Managing Partner, Wealth Manager

Craig has extensive experience in all phases of the Financial Planning Process, focusing on Portfolio Design and Asset Management, Business Succession Planning, Asset Distribution & Income Planning, Estate and Retirement Planning. His professional goal is to provide families and business owners the assistance in pursuing their financial objectives. Craig’s personal goal is to become a lifetime resource for each and every client. In addition to providing one-on-one financial planning assistance, Craig has previously taught Financial Strategy courses through the Department of Continuing Education, at the University of Central Florida. He has had professional training in communication and presentation skills by EXEC/COMM, who is registered through NASBA as a certified sponsor of courses that qualify for CPE credit through state accountancy boards. Craig also teaches many Financial Education courses to local cities, municipalities, and large corporations, such as Siemens, Symantec, Tupperware, JHT, and the Shaw Group.

Craig joined the investment and insurance industry in 1991. He holds the Series 7 and 63 securities registrations through LPL Financial, as well as Life/Health/Variable Annuity and Property & Casualty insurance licenses. Craig is a CERTIFIED FINANCIAL PLANNER™ Certificant (CFP®) through the College of Financial Planning in Denver, Colorado. Craig also has obtained designations of Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) through the American College in Bryn Mawr, PA.

Craig has been a resident of Central Florida for over 45 years. Craig, along with his wife Rhonda and their two children McKinsey and Dylan, currently reside in Eustis, FL. When Craig is away from work, he enjoys his family time along with golfing, fishing, adventure traveling, and photography.

CA Insurance Lic #0G78344