Craig Richman, CDFA®, CLU®, AIFA®, RYT®200
Private Wealth Advisor, Founder, Richman Capital Management
Craig and I have been talking and getting to know each other for a long time–years! If you can believe it, Craig has been a financial advisor since 1979! Because his niche has always been helping and advocating for women, Craig decided in 2014 to obtain his CDFA certification and dedicate much more of his practice to helping women in transition-including those going through a divorce.
“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,” says Craig, who is also a yoga instructor. Craig feels 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!
FounderDivorced Girl Smiling
About Craig
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.
Disclosure: Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser.
