Craig Layman, Cfp®

Craig Layman, Cfp® Email and Phone Number

Layman Financial - Retirement and Investment in Layman's Terms! @ Layman Financial
Craig Layman, Cfp®'s Location
Hadley, Massachusetts, United States, United States
About Craig Layman, Cfp®

I help people define financial goals and find solutions to help them achieve their goals. Since retirement is often the most important and daunting of financial goals, my primary focus is helping people navigate the many decisions required to successfully plan for retirement.

Craig Layman, Cfp®'s Current Company Details
Layman Financial

Layman Financial

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Layman Financial - Retirement and Investment in Layman's Terms!
Employees:
2
Craig Layman, Cfp® Work Experience Details
  • Layman Financial
    Certified Financial Planner™ Practioner
    Layman Financial May 2018 - Present
    Belchertown Ma
    I help people define financial goals and find solutions to help them achieve their goals. Since retirement is often the most important and daunting of financial goals, my primary focus is helping people navigate the many decisions required to successfully plan for retirement.Investment products and services are offered through Sorrento Pacific Financial, LLC, a registered broker-dealer (Member FINRA www.finra.org /SIPC www.sipc.or ) and SEC Registered Investment Advisor. This representative is licensed to sell securities in the following states: MA, GA.
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  • Cuso Financial Services, Lp
    Investment Program Manager
    Cuso Financial Services, Lp Jun 2012 - Apr 2018
    San Diego Ca
    Managing investment programs for credit unions in New England.
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  • Umassfive College Federal Credit Union
    Financial Advisor / Program Manager
    Umassfive College Federal Credit Union Mar 2003 - Jun 2012
    Hadley Ma
    Helping members achieve their financial goals.
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  • Fleet Investments / Quick & Reilly
    Vp, Investor Center Manager
    Fleet Investments / Quick & Reilly 1991 - 2002
    Springfield, Massachusetts Area
    Sales Management, Operations, Compliance and Recruiting for Financial Advisors in Western Massachusetts

Craig Layman, Cfp® Education Details

Frequently Asked Questions about Craig Layman, Cfp®

What company does Craig Layman, Cfp® work for?

Craig Layman, Cfp® works for Layman Financial

What is Craig Layman, Cfp®'s role at the current company?

Craig Layman, Cfp®'s current role is Layman Financial - Retirement and Investment in Layman's Terms!.

What schools did Craig Layman, Cfp® attend?

Craig Layman, Cfp® attended University Of Massachusetts Amherst, University Of Massachusetts, Amherst.

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