Directory

>

Craig Bigelow Cfp

Craig Bigelow Cfp

Vice President, Wealth Management Services | Destination Wealth Management

San Ramon, California, United States

View contact details (it's free)

Craig Bigelow Cfp

Summary

Craig Bigelow is a seasoned financial professional with over 14 years of experience in the financial services industry. Currently serving as Vice President of Wealth Management Services at Destination Wealth Management, he specializes in helping high net worth individuals and small business owners achieve their financial goals through strategic planning and portfolio management. As a Certified Financial Planner, Craig has a strong background in asset allocation, retirement planning, and life insurance. His career began in advertising, which provided him with a unique perspective on client relationships and communication. Craig is dedicated to understanding each client's unique situation, ensuring tailored financial solutions. He holds an MBA in Management from Golden Gate University and a Bachelor's degree in Business Administration with a focus on Marketing from California State University-Northridge. His diverse experience across various financial institutions has equipped him with a comprehensive skill set to navigate complex financial landscapes.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Craig Bigelow Cfp

Work Experience

company logo

Vice President, Wealth Management Services at

Destination Wealth Management

May 2013 - Present

💼

Relationship Manager at

Starmont Asset Management

December 2006 - May 2013

company logo

Financial Advisor at

Charles Schwab

February 2000 - September 2006

💼

Financial Advisor at

PaineWebber

January 1998 - January 2000

💼

Account Manager/Media Buyer at

Graham Oleson of Colorado, Inc.

January 1986 - January 1998

Logos provided by Logo.dev

Craig Bigelow Cfp

Education

Golden Gate University, Mba

January 1990 - January 1992

California State University, Northridge, Bachelor Of Science (Bs)

January 1981 - January 1984

Campolindo H.S.

Frequently Asked Questions about Craig Bigelow Cfp

What is Craig Bigelow Cfp email address?

Craig Bigelow Cfp's primary email address is *****@destinationwm.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Craig Bigelow Cfp work for?

Craig Bigelow Cfp is a Vice President, Wealth Management Services at Destination Wealth Management, a company specializing in Monetary Authorities-Central Bank.

Where Craig Bigelow Cfp graduated from?

Craig Bigelow Cfp holds a degree in Management from Golden Gate University.

How can I directly contact Craig Bigelow Cfp?

To contact Craig Bigelow Cfp directly, you can use the email address *****@destinationwm.com. Complete contact information is available upon registration with Muraena.

Who is Craig Bigelow Cfp?

Craig Bigelow is a seasoned financial professional with over 14 years of experience in the financial services industry. Currently serving as Vice President of Wealth Management Services at Destination Wealth Management, he specializes in helping high net worth individuals and small business owners achieve their financial goals through strategic planning and portfolio management. As a Certified Financial Planner, Craig has a strong background in asset allocation, retirement planning, and life insurance. His career began in advertising, which provided him with a unique perspective on client relationships and communication. Craig is dedicated to understanding each client's unique situation, ensuring tailored financial solutions. He holds an MBA in Management from Golden Gate University and a Bachelor's degree in Business Administration with a focus on Marketing from California State University-Northridge. His diverse experience across various financial institutions has equipped him with a comprehensive skill set to navigate complex financial landscapes.

Craig`s contact details

mail

*****@destinationwm.com

Colleagues

avatar
Preetika Pande

Senior Vice President

avatar
Rita Cfp Ea

Senior Vice President- Operations, Executive Partner & Director, Planning Strategy

avatar
Susan Cho Pmp

Vice President, Strategy & Corporate Development // Partner

avatar
Michael Yoshikami

CEO, Chairman Investment Committee

avatar
Elaine Lugo Cfp

Senior Vice President, Senior Partner

avatar
Jian Lin

Vice President, Senior Tactical Strategist

avatar
Cfp Chris Eagles-Smith

Senior Vice President & Senior Partner - Wealth Management Services

Jessica Coy

SVP, Chief Compliance Officer, HR Manager

avatar
Caroline Egan

Senior Vice President, Wealth Strategy

avatar
David Rairden Cfp

Vice President - Wealth Management Services

View Contact details (it's free)
Request Profile Removal