Craig Voorhees, CFP©
CERTIFIED FINANCIAL PLANNER™ professional
Craig Voorhees is a CERTIFIED FINANCIAL PLANNER™ who provides financial planning, wealth preservation and management, and estate strategies through a broad range of financial products and services. As a registered representative with Equitable Advisors, Craig offers insurance and investment strategies through over 100 companies, through the Equitable Network, LLC, an insurance-brokerage affiliate, and has earned his FINRA Series 7, 63, 65, and 24 registrations, and life, health and variable insurance licenses.
Craig works with individuals and businesses, but primarily focuses on providing wealth management services and financial education to meet the retirement needs of those who serve and build our communities - educators and staff in our public schools, colleges, and universities; hospital and municipal workers; and employees of nonprofit organizations. His personalized approach helps clients chart a course for financial success, giving them the information and confidence they need to help plan their retirement.
Craig graduated with a Bachelors Degree in Finance from Miami University in Oxford, Ohio. Active in his community, Craig lives in Burton with his wife Katie, daughter Audrey, and son Lincoln. He enjoys basketball, golf and international traveling.