Get to know Craig Charlton, WMCP®
Ready to focus on your financial goals? I can help.
I am committed to helping you work towards your financial goals. Whether you are saving for a child’s college, retirement, or protecting the future of a loved one, I will work to design specific strategies to help you with long term success.
EXPERIENCE:
Craig brings over 30 years of financial services industry experience to Principal®, where he helps his clients to organize and prioritize their financial planning needs to and through retirement.
POPULAR PLANNING SOLUTIONS:
- Retirement Income Planning
- Wealth Accumulation Strategies
- Disability Income Insurance
- Life Insurance
- Charitable Giving
- Legacy Planning
EDUCATION & CREDENTIALS
- Bachelor of Arts Degree in History – New York University
- Master of Public Administration Degree – New York University
- FINRA Series 7, 52, 63, 66 securities registrations
- Wealth Management Certified Professional® (WMCP®)
- Life & Health Insurance, Fixed Annuities, Variable Life/Variable Annuity Licenses
INTERESTS:
- Avid sports fan, a season-ticket holder for the Phillies and a big fan of Penn State football.
- Enjoys spending time with family
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