Meet Craig Richman, CDFA®, CLU®, ChFC®, AIFA®, RYT®200, Private Wealth Advisor, Founder, Richman Capital Management
We are so happy to welcome Craig and his team as a Divorced Girl Smiling trusted professional! Craig and I have been talking and getting to know each other for a long time–years! Craig, who has been a financial advisor since 1979 and a CDFA since 2014 is also a yoga teacher who guides women after divorce in financial wellness.
“Living with intention requires that you learn to live consciously, fully and joyfully with your relationship with money in order to move toward wealth and happiness.” -Craig Richman
Craig says that being a better holistic planner requires living in the present and putting your energy into intentional living and personal growth.
Welcome to the DGS family, Craig!
Sincerely,
Jackie Pilossoph, Founder, Divorced Girl Smiling
Craig’s Bio:
Since 1979, Craig Richman has been working to help protect and consult with his clients on their financial issues. In 1998, Craig joined Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisers like us serve their clients.
Craig has always worked closely with his clients, and he started to notice a trend: a lot of women were coming to him facing financial upheaval as a result of divorce or another transition. To better help his clients, he became a Certified Divorce Financial Analyst® (CDFA®) in 2014. This helps him better understand the financial implications of divorce and separation on his clients.
Craig is known for being responsive to the needs of his clients and for seeking out additional learning and professional development opportunities to help him become a better financial consultant and resource. He received his undergraduate degree from Florida Atlantic University in Boca Raton. He holds the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) certifications from The American College in Bryn Mawr, Pennsylvania. Craig went on to earn the Accredited Investment Fiduciary Analyst® (AIFA®) designation from the Center for Fiduciary Studies and the University of Pittsburgh’s Joseph M. Katz Graduate School of Business. To help his clients better manage their portfolios, Craig has completed the dividend analyst course from Morningstar, Inc.
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Testimonials:
“I have been working with Craig since the beginning of 2020 at which time I wanted to be more proactive in managing my portfolio. Until then I had been leaving it up to the large corporations and was not satisfied with the attention I was getting, or the results. One of the driving reasons I moved my portfolio over to Craig to manage was his very personal, ‘boutique’ approach. He provided me with detailed information on what was and wasn’t working for me and explained his strategy for how to manage my portfolio to align with my financial goals. In addition, my relationship with Craig is not only that of portfolio manager to client — he has advised me on a plethora of subjects beyond the financial, from yoga to real estate. He always comes from a place of knowledge and compassion. He is your guy if you are looking for an authentic professional.” – Lauren Rubenstein
“A great team to work with. Very polite, friendly, and responsive. They do a great job of managing your account in up and down markets.” – Alpheus L. Brown, Jr.
“After my divorce Craig made me feel safe about my future and the finances that I had to work with. He has helped me in so many ways by giving advice on major decisions that I needed to make. Thank you for making me feel safe about my future.” – Earline Zarrella
*These statements may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
