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Profile stephen craffen 2
Stonegate Wealth Management, LLC
Oakland, NJ

Stephen Craffen

CFA®, ChFC®, CLU®
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 & 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/Retainer
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
CFA New York (formerly NYSSA) - CFANY, formerly known as 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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