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Craig Smith, CFP® CRPC® BFA®

Craig Smith, CFP® CRPC® BFA®


Financial Advisor

Craig, a Florida native, began his career in financial services in 2006. Craig realized very quickly he is best suited for helping clients in the transition between career and financial independence. There are many challenges that individuals face when making these important decisions. He provides comfort through the empathy and time put forth with each client to develop a tailored solution that best meets their needs.

His passion for education led him to earn a Business degree from University of South Florida with minors in Finance and Informational Management Systems. He currently holds the Chartered Retirement Planning Counselor (CRPC®) Certified Financial Planner (CFP®) and Behavioral Financial Advisor (BFA) designations. He is also an active member of (NAIFA) National Association of Insurance and Financial Advisors. Outside the office, Craig enjoys spending time with his family, racquetball, home improvement projects, traveling, and attending Tampa Bay Bucs games. He is proud to call the Sarasota area his home.