Craig Whitbeck, Cfp® Aif®

Craig Whitbeck, Cfp® Aif® Email and Phone Number

Experienced Wealth Manager and Financial Planner Specializing in Retirement Planning and Distribution Strategies @ Clear Future Financial, LLC
Craig Whitbeck, Cfp® Aif®'s Location
Liberty Lake, Washington, United States, United States
Craig Whitbeck, Cfp® Aif®'s Contact Details

Craig Whitbeck, Cfp® Aif® work email

Craig Whitbeck, Cfp® Aif® personal email

n/a

Craig Whitbeck, Cfp® Aif® phone numbers

About Craig Whitbeck, Cfp® Aif®

Craig started in the financial planning industry in 1982 after graduating from Eastern Washington University with a business administration degree. He earned the CERTIFIED FINANCIAL PLANNER™ practitioner certification in 1987, and the Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360) in 2009. The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Craig opened his current practice, Clear Future Financial, LLC., a financial advisory firm known for taking a conservative approach to comprehensive financial planning and wealth management, in November 2003. Affiliating with Commonwealth Financial Network®, member FINRA/SIPC, as an investment adviser representative has allowed him to build a reputation based on sound judgement and prudent decision making -values that have helped so many clients in protecting their current assets and successfully pursue their most important goals. Each client's customized financial plan addresses his or her unique circumstances, goals, and recommendations for action. Clear Future Financial LLC is a registered investment advisor in the state of Washington. The Advisor may not transact business in states where it is not appropriately registered or exempt from registration.Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Adviser. Financial Planning services offered through Clear Future Financial, LLC, a WA Registered Investment Adviser, are separate and unrelated from Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth.Clear Future Financial, LLC is a registered investment adviser in the state of Washington. The adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.Review our Terms of Use: www.commonwealth.com/termsofuse.html., 16201 E. Indiana Avenue; Suite 5240 Spokane Valley, WA 99216. 509-892-9368.

Craig Whitbeck, Cfp® Aif®'s Current Company Details
Clear Future Financial, LLC

Clear Future Financial, Llc

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Experienced Wealth Manager and Financial Planner Specializing in Retirement Planning and Distribution Strategies
Craig Whitbeck, Cfp® Aif® Work Experience Details
  • Clear Future Financial, Llc
    Owner
    Clear Future Financial, Llc Oct 2003 - Present
    Spokane, Washington Area
  • Waddell & Reed, Inc.
    Senior Financial Advisor
    Waddell & Reed, Inc. Jul 1982 - Oct 2003
    Spokane, Washington Area
  • Waddell & Reed
    District Manager
    Waddell & Reed Jan 1985 - Dec 1988
    Spokane, Washington Area

Craig Whitbeck, Cfp® Aif® Skills

Investments Retirement Financial Services Small Business Securities Finance Retirement Planning Estate Planning Strategic Financial Planning Wealth Management 401k Financial Advisory Insurance Fixed Annuities Mutual Funds Investment Advisory Asset Allocation

Craig Whitbeck, Cfp® Aif® Education Details

Frequently Asked Questions about Craig Whitbeck, Cfp® Aif®

What company does Craig Whitbeck, Cfp® Aif® work for?

Craig Whitbeck, Cfp® Aif® works for Clear Future Financial, Llc

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

Craig Whitbeck, Cfp® Aif®'s current role is Experienced Wealth Manager and Financial Planner Specializing in Retirement Planning and Distribution Strategies.

What is Craig Whitbeck, Cfp® Aif®'s email address?

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What schools did Craig Whitbeck, Cfp® Aif® attend?

Craig Whitbeck, Cfp® Aif® attended Eastern Washington University.

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Craig Whitbeck, Cfp® Aif® has skills like Investments, Retirement, Financial Services, Small Business, Securities, Finance, Retirement Planning, Estate Planning, Strategic Financial Planning, Wealth Management, 401k, Financial Advisory.

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