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
Education
- Master of Science, University of Wisconsin
- Bachelor of Science, Pennsylvania State University
Qualifications
- CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
- CIMA® Certified Investment Management Analyst®
- Accredited Investment Fiduciary®
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
Awards & Recognition
- Five Star Wealth Manager, 2024
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.
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.