Craig Charlton, WMCP
®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
3599221-052024