Craig Stearns

Founder & Director, Stearns Wealth Management

Role
Founder & Director at Stearns Wealth Management
Location
Fairfield, CT, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Craig Stearns

Craig started Stearns Wealth Management in February 2023 as Founder & Director. With over 20 years of experience in the financial services industry, Craig has enjoyed working alongside individuals and corporate clients - specializing in comprehensive wealth management strategies, and insurance services for individual clients. Additionally, he helps businesses attract, reward, and retain top-level employees using tax-efficient techniques typically used by large organizations. Prior to starting Stearns Wealth Management, and still to this day, Craig’s client relationships span across the country - with a focus on New York, Connecticut, California, and Florida. Craig is a graduate of New York University, achieving concurrent bachelor’s and master’s degrees in Fine Arts. He holds his FINRA Series 7 and 66 securities registrations through Farther Finance and is a CERTIFIED FINANCIAL PLANNER (™)/ CFP® professional. Having grown up in California, Craig made the east coast his home for over 40 years. Craig has a wide range of interests outside of work - including playing music, restoring his vintage cars, and spending time with his three boys. Although Craig is a lot of fun to have on the golf course, don’t expect him to shoot under 100!

Experience

  1. Founder & Director

    Stearns Wealth Management

    Feb 2023 — Present · Westport, CT, US

Education

  • New York University- Masters

    Masters

    1985 — 1988

  • College for Financial Planning

    CFP, Financial Planning

    2005 — 2005

  • New York University

    BFA, Theatre

    1984 — 1987

Skills

  • Financial Planning
  • Asset Management
  • Strategic Financial Planning
  • Portfolio Management
  • Asset Managment
  • Insurance
  • Wealth Management
  • Risk
  • Estate Planning
  • Investments
  • Risk Management

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