CONSORTIUM MEMBER SINCE 2016

Gerald G. Craig

CFP®, CLU, ChFC

Carolina Planning Consultants, LLP
323 Coddle Market Drive, NW, Suite 130
Concord, NC 28027

Phone  |  704-786-4857
Fax  |  704-786-0750
E-mail  |  gerald.craig@cpcllp.com



Member Profile

Client Vision

Our mission is to lead our clients to a lifetime of financial independence for themselves and their families, allowing them enjoyment throughout their lives and enabling them to impact others along the way.


Areas of Expertise

  • Financial Planning
  • Investment Management
  • Education Planning
  • Retirement Planning
  • Survivor Income Planning
  • Disability and Long Term Care Planning

Education/Certification

  • Undergraduate Degree in Trust Management, Campbell University
  • CERTIFIED FINANCIAL PLANNER"' professional
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)

Outside The Office

Gerald is very active in his community and church and has held numerous leadership positions in the Top-of-the-Week Rotary Club and the Lake Norman-Huntersville Rotary Club including Foundation Chair, Vice President and President. In his church he has served as an Adult Sunday School Teacher, Stewardship Chair, Deacon and Deacon Chair, and he enjoys singing in the choir and with a men's quartet. He and his wife, Sherry, enjoy traveling, hiking, physical fitness and time with family and friends. Their latest venture together is leading couples in the strengthening of their marriages.





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TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.