Our Credentials

At Craig & Taylor Associates, our team of financial planning experts, technical specialists and support staff are continually participating in seminars and courses and pursuing additional industry certifications. Our professional development through education exemplifies our underlying commitment to ensuring that the team continues to be equipped to guide you in your quest for financial independence.

The list of industry specific professional designations our team members hold is extensive and ultimately underlines our commitment to be knowledgeable, ethical and professional in every way. To find our more about these designations, visit the CFP and CSA web sites):

• Certified Financial Planner (CFP)
• Registered Financial Planner (RFP)
• Chartered Life Underwriter (CLU)
• Chartered Financial Consultant (ChFC)
• Certified Senior Advisor (CSA)

You can be assured that our team shares a code of values and ethical practices that guarantees your financial situation is strictly confidential and your best interests are paramount.