Craig J. Ferrantino, Certified Financial Fiduciary® & Certified Wealth Strategist®, is the founder and president of Craig James Financial Services, LLC. He began his career on Wall Street at JP Morgan Private Banking Group in New York City, providing asset management and assistance to high-net-worth clients. With over 35 years in the financial services industry, Craig has gained a wealth of experience.
At JP Morgan Chase, he gained expertise in Corporate Finance, Asset-Backed Securities, and Developing Country Asset Trading. He later transitioned to the investment side of the business, working with Smith Barney and A.G. Edwards, where he deepened his knowledge in financial planning for individuals and small businesses. In 2007, Craig founded Craig James Financial Services, LLC to offer independent, objective financial advice. The firm specializes in financial planning and wealth management for pre-retirees, retirees, seniors, and small businesses on Long Island. Craig frequently provides his independent market outlook to the media and delivers a daily economic and market update every morning at 7:20 AM on LI NEWS RADIO station 103.9 FM.
Craig holds a Master’s degree in International Affairs from Columbia University and a Bachelor’s degree in International Administration from New England College. He has passed three Principal/Supervisory Exams (Series 24, 30, 51), two General Industry/Product Exams (Series 7 and Series 31), and two State Securities License Exams (Series 63 and 65). Craig is a respected speaker on topics like investing, retirement planning, financial strategies, and wealth management. He holds the designations of Certified Wealth Strategist® and Certified Financial Fiduciary®.
Craig lives in Quogue, NY, with his wife and their three children. Outside of the office, he volunteers as an Emergency Medical Technician with the Westhampton Ambulance and as a fire police with Quogue Village Fire Department. He also serves as the New York Chapter Director for the American Financial Education Alliance and The Foundation for Personal Financial Education, both of which aim to educate the community on financial and retirement planning.
:
Follow us:
Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.
