Craig Financial Group, Inc. delivers financial planning and portfolio management for businesses and individuals including pension consulting, securities portfolio management, and other financial and advisory services.
Registered representative offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and investment adviser (member FINRA & SIPC).
Accredited Wealth Management Advisor® with a successful track record helping clients pursue and attain their long-term financial goals through comprehensive, individualized financial planning.
Registered Representative (RR) and Investment Advisor Representative (IAR) with Series 7, 63, and 65 securities registrations and 20 years’ experience advising about securities and insurance, managing investment portfolios, and offering financial planning services.
With a background that also includes investor relations and communications in the high-tech industry, Ken delivers technology solutions and advanced research that truly benefits his clients. During another fundamental stepping stone in his career that honed his communication, research and financial planning skills, Ken was a Legioslative Assistant for Congressman Sonny Bono (R-CA) in the U.S. House of Representatives where he servec as the staff lead on various technology, finance, and budget-related committees.
How it Works
We conduct regular meetings to review performance, reconfirm financial goals, and make adjustments
as economic or lifestyle conditions warrant.
Dont be shy, Just tell us about yourself and we’ll figure out the best investment option for you and your situation.
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