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OUR TEAM

Craig D. Laday

Craig D. Laday

Craig D. Laday

CFP® , CIMA®, AIF®

Managing Partner

732-359-3838
732-359-3851
cdl@icgnext.com

36 Years of Experience

Interests

Some of my other interests include skiing, golf, fitness and triathlons. Also, I am an avid sports fan and enjoy watersports, boating and the beach.

Areas of Focus

  • Retirement Planning and Income Strategies
  • Comprehensive Financial Planning
  • Estate Planning Strategies
  • Insurance
  • Education Planning
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CIMA® Certified Investment Management Analyst®
  • Accredited Investment Fiduciary®

View Definitions

 

Education

  • Master of Science, University of Wisconsin
  • Bachelor of Science, Pennsylvania State University

Awards & Recognition

  •  Five Star Wealth Manager, 2024

Professional Associations

  • Investment Management Consultants Association
  • NFL Players Association Registered Player Financial Advisor
  • Greater Monmouth Chamber of Commerce
  • New Jersey Chamber of Commerce
  • Monmouth County Networking Group

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.

Wealth managers do not pay a fee to be considered or placed on the final list of year 2024 Five Star Wealth Managers.

 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, VI, WA.

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