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Stephen Craffen

CFA®, ChFC®, CLU®
Stonegate Wealth Management, LLC
Oakland, NJ
Real Life... Real Solutions
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Meet Stephen

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Introduction - Stephen Craffen
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What to Look for in a Financial Advisor - Stephen Craffen
Video Transcripts

I graduated from Stevens Institute of Technology in 1977 and received an MBA in Finance (Rutgers) in 1983.

I started my career in engineering and marketing within the defense Industry. I changed careers and joined Prudential in 1988 and sold investment and insurance products. After a few years I realized that selling product was not the approach I liked and I became a financial planner and investment advisor. In 1993…

I graduated from Stevens Institute of Technology in 1977 and received an MBA in Finance (Rutgers) in 1983.

I started my career in engineering and marketing within the defense Industry. I changed careers and joined Prudential in 1988 and sold investment and insurance products. After a few years I realized that selling product was not the approach I liked and I became a financial planner and investment advisor. In 1993 I founded Stonegate Wealth Management, LLC.

I also continued my education receiving the designations of ChFC, and CLU in 1993, MSFS (Masters in Financial Services) in 1998 and became a CFA Charter holder in 2003.

Stonegate is a firm that offers financial planning and investment management. At present we manage about $120M.

We are fee-only wealth managers. Our services include financial planning and investment management on a fee only basis.

I am also a member of NAPFA's (The National Association of Personal Financial Advisors) Northeast/Mid-Atlantic Regional board. Currently serving as Region Chair (2013/2014) I am past President (2012/2013).


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management
Alternative investments
Lgbt services

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Other professions

Fee structure

Based on % of assets
Flat Fee
Hourly

Certifications and licenses

CFA® - Chartered Financial Analyst®
CFP® - CERTIFIED FINANCIAL PLANNER™
CPA - Certified Public Accountant
ChFC® - Chartered Financial Consultant®
CLU® - Chartered Life Underwriter®

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association
CFA Institute - Chartered Financial Analyst Institute
NYSSA - New York Society of Security Analysts
AICPA - American Institute of Certified Public Accountants
NJSCPA - New Jersey Society of Certified Public Accountants

Education

MBA
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