OUR TEAM
Craig D. Laday
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®
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.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
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.
