Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Suffolk County
Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Suffolk County, NY #4615!
As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to empower Americans to take control of their finances by providing local communities with objective financial education. It is our pleasure to educate our local communities and share how AFEA works to provide all Americans the education and experience they need to enhance their financial understanding and management.
AFEA specializes in providing high-level financial education classes and events at establishments of all types:
A Guide to 401k Rollovers ♦ The ABCD’s of Medicare ♦ Advanced Estate Planning ♦ An Introduction to Annuities ♦ Business Continuation Planning ♦ College Planning ♦ The Essentials of Estate Planning ♦ Financial Planning Basics ♦ Investing for Women ♦ IRAs, Annuities, and Other Sources of Retirement Income ♦ Living a Tax-Free Retirement ♦ Most Common Financial Mistakes ♦ Myths and Facts About Annuities ♦ Planning for Long-Term Care ♦ Retirement Basics ♦ Retirement Income Planning ♦ Roth IRA Conversions ♦ Safe Money Principles of Retirement Planning ♦ Social Security Benefit Options ♦ Special Needs Planning ♦ Understanding Your IRA ♦ Understanding Your Roth IRA ♦ Variable Annuities ♦ Women and Money ♦ Your Employee-Sponsored Retirement Plan
We invite you to attend our local workshops and become an active member by participating in our educational events throughout the community.
Thank you for visiting your local Chapter’s website; we look forward to seeing you in a class soon!
Craig Ferrantino Biography
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.
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.
