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Craig Lytle, Certified Financial Planner™ Email & Phone Number

Practicing comprehensive financial planning. at INCOME & ESTATE PLANNING PARTNERS, P.A.
Location: Newark, Delaware, United States 8 work roles 4 schools
1 work email found @sammonsrep.com 10 phones found area 302, 610, 484, 410, and 856 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 10 phones

Work email c****@sammonsrep.com
Direct phone (302) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
INCOME & ESTATE PLANNING PARTNERS, P.A.
Role
Practicing comprehensive financial planning.
Location
Newark, Delaware, United States

Who is Craig Lytle, Certified Financial Planner™? Overview

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Craig Lytle, Certified Financial Planner™ is listed as Practicing comprehensive financial planning. at INCOME & ESTATE PLANNING PARTNERS, P.A., based in Newark, Delaware, United States. AeroLeads shows a work email signal at sammonsrep.com, phone signal with area code 302, 610, 484, 410, 856, and a matched LinkedIn profile for Craig Lytle, Certified Financial Planner™.

Craig Lytle, Certified Financial Planner™ previously worked as President at Income & Estate Planning Partners, P.A. and Advisor at Financial Services Industry. Craig Lytle, Certified Financial Planner™ holds Mba from Wilmington University.

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Email format at INCOME & ESTATE PLANNING PARTNERS, P.A.

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*@sammonsrep.com
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AeroLeads found 1 current-domain work email signal for Craig Lytle, Certified Financial Planner™. Compare company email patterns before reaching out.

Profile bio

About Craig Lytle, Certified Financial Planner™

I believe in providing objective, honest advice. With me, your unique experience will include written plan with a specific, easy, step-by-step timeline to follow.I’ll guide you through a process outlining each option along with recommendations for your path forward.Experience security and confidence as you understand the benefits and considerations of each of your alternatives. A conversation about your priority will be the beginning of our relationship.https://calendly.com/craig-iande/30min?month=2022-07

Listed skills include Term Life Insurance, Sales Management, Financial Planning, Credit Unions, and 2 others.

Current workplace

Craig Lytle, Certified Financial Planner™'s current company

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INCOME & ESTATE PLANNING PARTNERS, P.A.
Income & Estate Planning Partners, P.A.
Practicing comprehensive financial planning.
8 roles

Craig Lytle, Certified Financial Planner™ work experience

A career timeline built from the work history available for this profile.

President

Current
Income & Estate Planning Partners, P.A.

INCOME & ESTATE PLANNING PARTNERS, P.A. will meet you where you are and help you with a path forward. Better questions = better answers. Is it time to take your next step? Securities offered through Lion Street Financial, LLC (LSF). member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC (LSA), an investment adviser registered with the SEC. LSA and LSF do not provide tax or legal advice. Income & Estate Planning Partners, P.A. and the above firms are not affiliated. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/of licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

Dec 2008 - Present

Advisor

Current
Financial Services Industry

Comprehensive Financial Planning- CERTIFIED FINANCIAL PLANNER (tm)

Jan 1998 - Present

Adjunct Faculty

Wilmington, De, Us

After a decade of teaching at GBC… it is time to focus time and attention elsewhere. FIN 599 W - FINANCE MANAGEMENT FOUNDATIONThis course provides MBA students with a smooth transition into the economics and financial aspects of the MBA curriculum. It provides basic economics background on both Micro and Macro levels where price system, cost structure and stabilization economic polices and their implications in the corporate world are analyzed. Special emphasis is placed on the financial environment, especially financial markets and market participants. The course also analyzes corporate financial performance through financial statements and financial ratios. Students are introduced to evaluating cash flow over time and to the basic models of evaluating financial securities. In addition, basic analysis of investment projects evaluation is included.

Aug 2013 - Aug 2023

Adjunct Professor

New Castle, De, Us

Financing Sport Operations SPM-408Legal & Ethical Aspects of Business BLA-303Financial Management FIN-305Organizational Behavior BBM-301E-Commerce BBM-305Principles of Management BBM-201

Aug 2012 - Aug 2023

Adjunct Faculty - Economics And Finance

Manchester, Nh, Us

FIN -340 Fundamentals of Investments Course PrerequisitesCE: FIN 320; UC: FIN 320 or FIN 305Course DescriptionThis course introduces and examines various investment vehicles, including stocks, bonds, mutual funds, and commodities. This course emphasizes the decision-making process that underlies all investment decisions.Course Outcomes● Differentiate between investment vehicles, asset classes, and security types for effectively selecting investment exposures● Apply appropriate models in determining the estimated value of stocks and bonds relative to current market prices for informing investment decisions● Apply portfolio measures in constructing comprehensive investment portfolios that appropriately address client risk and return objectives● Assess the risks associated with investments for their implications on expected returnsRequired MaterialsUsing your learning resources is critical to your success in this course. Please purchase directly through SNHU’s online bookstore, MBS Direct, rather than any other vendor. Purchasing directly from the bookstore ensures that you will obtain the correct materials and that the Help Desk, your advisor, and the instructor can provide you with support if you have problems.Access code for MyFinanceLab, which includes the following e-book:Fundamentals of InvestingScott B. Smart, Lawrence J. Gitman, and Michael D. Joehnk Pearson13th Edition2017ISBN: 978-1-323-61360-3

Dec 2016 - Sep 2019

Moderator- Online Delivery

King Of Prussia, Pennsylvania, Us

https://www.theamericancollege.edu/enrollment/fscp/startFor additional details of the FSCP curriculum, please visit our website @: http://www.theamericancollege.edu/fscp/FA-271 Foundations of Estate Planning 1036119 Craig Lytle Class starts June 21, 2019Students can enroll by submitting the attached registration forms or by calling 888/263-7265. Students should reference classes FA 271 Foundations of Estate Planning.

Jan 2011 - Jul 2019

Instructor, Insurance Planning Course - Professional & Continuing Studies, Financial Planning

Newark, De, Us

Professional and Continuing StudiesUniversity of DelawareInstructor for Insurance Planning Module for the CFP Program Cohort 7

Jan 2009 - Dec 2010

Advertising Sales Rep

Verizon Yellow Pages
Mar 1994 - Dec 1997
4 education records

Craig Lytle, Certified Financial Planner™ education

Mba

Wilmington University

B.A., Speech Communications

York College Of Pennsylvania

Education record

Pmhs

Education record

The American College Of Financial Services
FAQ

Frequently asked questions about Craig Lytle, Certified Financial Planner™

Quick answers generated from the profile data available on this page.

What company does Craig Lytle, Certified Financial Planner™ work for?

Craig Lytle, Certified Financial Planner™ works for INCOME & ESTATE PLANNING PARTNERS, P.A..

What is Craig Lytle, Certified Financial Planner™'s role at INCOME & ESTATE PLANNING PARTNERS, P.A.?

Craig Lytle, Certified Financial Planner™ is listed as Practicing comprehensive financial planning. at INCOME & ESTATE PLANNING PARTNERS, P.A..

What is Craig Lytle, Certified Financial Planner™'s email address?

AeroLeads has found 1 work email signal at @sammonsrep.com for Craig Lytle, Certified Financial Planner™ at INCOME & ESTATE PLANNING PARTNERS, P.A..

What is Craig Lytle, Certified Financial Planner™'s phone number?

AeroLeads has found 10 phone signal(s) with area code 302, 610, 484, 410, 856 for Craig Lytle, Certified Financial Planner™ at INCOME & ESTATE PLANNING PARTNERS, P.A..

Where is Craig Lytle, Certified Financial Planner™ based?

Craig Lytle, Certified Financial Planner™ is based in Newark, Delaware, United States while working with INCOME & ESTATE PLANNING PARTNERS, P.A..

What companies has Craig Lytle, Certified Financial Planner™ worked for?

Craig Lytle, Certified Financial Planner™ has worked for Income & Estate Planning Partners, P.A., Financial Services Industry, Goldey-Beacom College, Wilmington University, and Southern New Hampshire University.

How can I contact Craig Lytle, Certified Financial Planner™?

You can use AeroLeads to view verified contact signals for Craig Lytle, Certified Financial Planner™ at INCOME & ESTATE PLANNING PARTNERS, P.A., including work email, phone, and LinkedIn data when available.

What schools did Craig Lytle, Certified Financial Planner™ attend?

Craig Lytle, Certified Financial Planner™ holds Mba from Wilmington University.

What skills is Craig Lytle, Certified Financial Planner™ known for?

Craig Lytle, Certified Financial Planner™ is listed with skills including Term Life Insurance, Sales Management, Financial Planning, Credit Unions, Insurance, and Teaching/Mentoring.

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