Gerald G. Craig
Concord, NC 28027
Fax | 704-786-0750
E-mail | firstname.lastname@example.org
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
- 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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