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Craig Ciarlelli

ChFC®, CLU®
CC Coaching and Consulting, Inc.
Littleton, CO
CC Coaching and Consulting, Inc. is an independent firm whose purpose is to help our small business clients maximize the value of their 401(k) plans.

Meet Craig

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How to Maximize Value - Craig Ciarlelli
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Investment Fees - Craig Ciarlelli
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Regulations and Inattentional Blindness - Craig Ciarlelli
Video Transcripts

Craig Ciarlelli has over 35 years of financial services experience and is Chartered Financial Consultant, Chartered Life Underwriter and an Accredited Investment Fiduciary Analyst. (AIFA). Impressively, Craig is one of only 600 people in the country with the AIFA designation. Craig's mission is to provide clients with unbiased and appropriate advice to assist them with making informed decisions. Craig also specializes in providing advisory services for small business 401k plans…

Craig Ciarlelli has over 35 years of financial services experience and is Chartered Financial Consultant, Chartered Life Underwriter and an Accredited Investment Fiduciary Analyst. (AIFA). Impressively, Craig is one of only 600 people in the country with the AIFA designation. Craig's mission is to provide clients with unbiased and appropriate advice to assist them with making informed decisions. Craig also specializes in providing advisory services for small business 401k plans by personally engaging with plan sponsors to guide them on how to successfully fulfill their fiduciaries responsibilities and achieve positive participant outcomes.

Craig lives in Littleton, Colorado. He holds a B.S. degree from the University of Tulsa. Along with being an avid runner, he enjoys cross country skiing, triathlons and has participated in many community and charity events including bike races such as the Courage Classic, Tour De Cure and Race for the Cure.


Services offered

Retirement planning
Employer sponsored retirement plans

Experience with

Small business owners

Fee structure

Based on % of assets

Certifications and licenses

ChFC® - Chartered Financial Consultant®
CLU® - Chartered Life Underwriter®

Memberships

NAIFA - National Association of Independent Fee Appraisers
FPA - Financial Planning Association

Education

Other post-graduate
Bachelors
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