I am an Investment Advisor Representative of H. Beck, Inc., who assists his clients with financial planning and asset management. Working with successful individuals, upstanding families in the community and closely held business owners is the focus of my practice. As an independent advisor, I have extensive resources that allow my clients to receive access to exceptional and exclusive investment opportunities. My goal is to provide my clients with unmatched service and an experience that will develop into a life long relationship.
I currently serve on two boards of local business organizations. As one of the Co-Founders of Central Jersey Professional Partners, our mission is to help all of our members grow professionally, generate new business and build long lasting friendships. Our framework is built on integrity, trust, and mutual respect. As the Vice President of the Burlington Mercer Chamber of Commerce our purpose is to promote our local community as a great place for business. We support local tourism, non-profit, governmental, and resident groups in the area through scholarships and charitable donations we deliver to the community.
With more than a decade of experience, I entered the industry in 2003. I started my career in the Financial Services industry after graduating from West Virginia University, with a Bachelors degree. I am committed to assisting my clients achieve their financial goals by providing them with strategies for asset accumulation, preservation, and wealth transfer. You work hard for your money. Let your money work hard for you!
Craig holds the following licenses and registrations:
- FINRA Series 7 – General Securities Representative
- FINRA Series 63 – Uniform Securities Agent State Law Exam
- FINRA Series 65 – Investment Advisors Law Exam
- Life, Accident and Health Insurance license
*Investments will fluctuate and when redeemed may be worth more of less than when originally invested.