Directory

>

Craig Weisman Clu Chfc Crpc

avatar

Craig Weisman Clu Chfc Crpc

Vice President Wealth Management | CUNA Mutual Group

Miami, Florida, United States

View contact details (it's free)

Craig Weisman Clu Chfc Crpc

Summary

Craig Weisman is a seasoned Vice President of Wealth Management at CUNA Brokerage Services, Inc., bringing over three decades of experience in the financial services industry. His expertise spans various domains including wealth accumulation, retirement planning, and strategic financial planning, underpinned by his credentials such as Chartered Financial Consultant and Chartered Life Underwriter. Craig's career commenced in 1989 at Metlife as an Account Executive, where he honed his skills in the fire, marine, and casualty insurance industry. He is passionate about helping clients navigate complex financial landscapes and achieve their long-term financial goals. Residing in Miami, Florida, Craig combines his extensive knowledge with a commitment to client education and empowerment. His professional journey reflects a dedication to excellence and a proactive approach to wealth management. Craig's leadership in the financial sector positions him as a trusted advisor and mentor to both clients and peers alike.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Craig Weisman Clu Chfc Crpc

Work Experience

company logo

Vice President Wealth Management at

CUNA Mutual Group

May 1995 - Present

company logo

Account Executive at

MetLife

November 1989 - April 1995

Logos provided by Logo.dev

Craig Weisman Clu Chfc Crpc

Education

College for Financial Planning, Crpc

January 2007 - January 2007

American College, Clu,Chfc, Casl

January 1994 - January 2003

American College, Lutcf

January 1990 - January 1993

University of South Florida Tampa Campus, Ba

January 1974 - January 1976

Frequently Asked Questions about Craig Weisman Clu Chfc Crpc

What is Craig Weisman Clu Chfc Crpc email address?

Craig Weisman Clu Chfc Crpc's primary email address is *************@cunamutual.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Craig Weisman Clu Chfc Crpc work for?

Craig Weisman Clu Chfc Crpc is a Vice President Wealth Management at CUNA Mutual Group, a company specializing in Functions related to depository banking.

Where Craig Weisman Clu Chfc Crpc graduated from?

Craig Weisman Clu Chfc Crpc holds a degree in Chartered Retiement Planning Counselor from College for Financial Planning.

How can I directly contact Craig Weisman Clu Chfc Crpc?

To contact Craig Weisman Clu Chfc Crpc directly, you can use the email address *************@cunamutual.com. Complete contact information is available upon registration with Muraena.

Who is Craig Weisman Clu Chfc Crpc?

Craig Weisman is a seasoned Vice President of Wealth Management at CUNA Brokerage Services, Inc., bringing over three decades of experience in the financial services industry. His expertise spans various domains including wealth accumulation, retirement planning, and strategic financial planning, underpinned by his credentials such as Chartered Financial Consultant and Chartered Life Underwriter. Craig's career commenced in 1989 at Metlife as an Account Executive, where he honed his skills in the fire, marine, and casualty insurance industry. He is passionate about helping clients navigate complex financial landscapes and achieve their long-term financial goals. Residing in Miami, Florida, Craig combines his extensive knowledge with a commitment to client education and empowerment. His professional journey reflects a dedication to excellence and a proactive approach to wealth management. Craig's leadership in the financial sector positions him as a trusted advisor and mentor to both clients and peers alike.

Craig`s contact details

mail

*************@cunamutual.com

Colleagues

avatar
Patrick Ruane

Regional Vice President

avatar
Paul Walsh

Chief Executive Officer

avatar
Cfp Frank Feng Chfc

LPL Financial Advisor

avatar
Gary Surak

Financial Advisor, VP Wealth Management

Gary Young

VP - National Sales

George Thompson Clu Chfc

Vice President Wealth Management

Steve Dowden

SVP Asset Management Sales

Steve Gilrowski

Vice President Sales

Steve Suleski

Senior Vice President, Chief Governance & Compliance Officer

Richard Gerundo

Vice President, Wealth Management Services

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