Craig Moen, Cfp® Email & Phone Number

Background and ExperienceFor over 15 years Craig has helped clients address their financial concerns and develop strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, Craig has dedicated his career to delivering personalized investment planning services his clients deserve.Since joining Wells Fargo Advisors in 2006, Craig has obtained his CFP® Credentials from the College for Financial Planning. He graduated Summa Cum Laude from the University of Nebraska in 1997. He went on to receive his Master's degree in 2000 from the University of Nebraska, graduating Magna Cum Laude.Prior to joining Wells Fargo Advisors. Craig worked in Healthcare administration as an Assistant Administrator for a home health agency. He played an integral role in growing the business from start up to a multi-million dollar company. During his tenure and leadership role, the company matured rapidly and experienced exponential growth to become a leader in the North Dallas home health care industry and a member of the Dallas 100.Away from the officeCraig and his wife Jennifer have 3 children, Nathaniel, Jocelyn, and Olivia. You can find Craig spending time weeknights and weekends at the ball fields and volleyball court with his family. When not spending time with his family, He is also been very active in the Frisco Community; at his church, as a volunteer at various charity events, as a past Board Member of the Frisco Economic Development Corporation, the Frisco Chamber of Commerce, and Mane Gait Therapeutic Horsemanship. He is also an active member of the Frisco Rotary Club. This information is intended for use by residents of CO, FL, GA, LA, MN, NE, NM, OK, PA, SC, TN, and TX only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Retirement Planning, Life Insurance, Retirement, 401K, and 14 others.

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  University Of Nebraska-Lincoln