Craig Weisman serves as the Vice President of Wealth Management at CUNA Brokerage Services, Inc., where he leverages his extensive expertise in wealth accumulation and retirement planning to provide comprehensive financial solutions tailored to clients' unique needs. With a strong foundation in finance, Craig holds...
Craig Weisman serves as the Vice President of Wealth Management at CUNA Brokerage Services, Inc., where he leverages his extensive expertise in wealth accumulation and retirement planning to provide comprehensive financial solutions tailored to clients' unique needs. With a strong foundation in finance, Craig holds prestigious designations as a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from The American College, as well as the Chartered Retirement Planning Counselor (CRPC) designation from the College of Financial Planning. These credentials underscore his commitment to excellence and his deep understanding of complex financial strategies.
In his current role, Craig is instrumental in leading key projects aimed at enhancing the firm’s wealth management offerings. He focuses on developing innovative retirement income planning strategies that empower clients to achieve their financial goals. His expertise spans a wide array of financial products, including 401(k) plans, IRAs, mutual funds, and life insurance, allowing him to craft holistic financial plans that address both short-term needs and long-term aspirations. Additionally, Craig emphasizes the importance of estate planning and long-term care insurance, ensuring that clients are well-prepared for all stages of life.
As a seasoned professional in the wealth management sector, Craig is dedicated to fostering strong relationships with clients, guiding them through the complexities of financial planning with clarity and confidence. His passion for helping individuals and families secure their financial futures is evident in his approach, making him a trusted advisor in the industry. Through his leadership at CUNA Brokerage Services, Inc., Craig continues to drive impactful financial strategies that resonate with clients seeking stability and growth in their wealth management journey.
