Financial Advisor
Catherine Craig | CLU®, ChFC®
Catherine is a highly experienced Financial Advisor with both the CHARTERED FINANCIAL CONSULTANT (ChFC) and CHARTERED LIFE UNDERWRITER (CLU) designations. Out of college, she began her career in financial services and has worked in multiple markets including Virginia, New York City, Florida, and Texas. Her approach with all clients includes creating a holistic financial plan tailored to each client’s unique needs, including analyzing complex financial and estate planning issues of individuals and business owners.
Emphasizing attention to detail and exceptional service, this includes collaborating with other professionals such as attorneys and accountants to ensure fully comprehensive solutions. Catherine excels in serving multi-generational families, understanding that financial decisions often involve life events around children, parents, and grandparents. She emphasizes how proper planning can preserve multi-generational wealth and protect family businesses. Her client relationships are initiated with a long-term horizon, including adjustments for changes in goals, finances, and life events made along the way.
Education
Catherine holds a Bachelor of Science from the University of Virginia, where she double majored in Finance and Marketing. Her other interests during college included Architecture and Sociology. She continues advanced training in her field through obtaining additional degrees and attending ongoing courses and seminars on relevant topics.
Personal Life
A Virginia native, Catherine grew up with a love of horses, the outdoors, and adventure. She raised three daughters and taught them with great perseverance, anything can be achieved. Catherine enjoys tennis and pickleball, with aspirations to be a better golfer, and loves to travel. She also has a passion for the arts and enjoys painting. She is involved in the community, having served on multiple Boards and Committees for her alumni association, Dana Farber, the American Heart Association, and many other not-for-profit groups.