CA Insurance License: #0E56240
Serving: Edinger Branch.
Appointment only at the Seal Beach branch.
Craig possesses almost 20 years of experience in the financial services industry. He began his career as a financial consultant with UBS Financial Services in Newport Beach with a major focus on retirement planning. Craig worked with Schools First Federal Credit Union where he polished his retirement planning talents and enjoyed working with credit union members.
He then came to Nuvision Credit Union understanding the complex needs of our members with solutions to help them with planning for retirement, funding college educations for their children and grandchildren, as well as guide them through life insurance and long-term care planning needs. Craig has a passion for helping credit union members plan for their future in each unique stage life brings to them. Craig has a business degree from Community College of Philadelphia and has called Orange County his home for nearly 25 years now.
Originally from Pennsylvania, Craig and his wife enjoy traveling abroad to various countries so ask him about some of his favorites next time you visit. They also enjoy traveling locally and across the United States to take in the new sites and experiences as well as catch up with family and friends. He looks forward to partnering with you in planning your financial future and bringing his extensive background and knowledge to work for you and your family, please visit him at our Edinger Branch next time your in.