Gene Craciun, Aif®, C(K)P®

Gene Craciun, Aif®, C(K)P® Email and Phone Number

Partner at OnPoint Wealth Partners @ OnPoint Wealth Partners
2525 MARKET AVE, CLEVELAND,OH 44113,United States
Gene Craciun, Aif®, C(K)P®'s Location
Cleveland, Ohio, United States, United States
Gene Craciun, Aif®, C(K)P®'s Contact Details

Gene Craciun, Aif®, C(K)P® work email

Gene Craciun, Aif®, C(K)P® personal email

n/a

Gene Craciun, Aif®, C(K)P® phone numbers

About Gene Craciun, Aif®, C(K)P®

Gene Craciun, AIF, C(k)PPartner Gene is a partner at OnPoint Wealth Partners and has been in the financial services business since 1995. His efforts are focused primarily on serving the corporate retirement plan marketplace and working with their respective employees. Gene finds great fulfillment in helping people with what many feel are the very difficult and daunting topics of retirement plans and retirement planning. Serving and educating clients is very rewarding to Gene and has allowed him to build many long-standing relationships over the years.His goal for each client is to create a customized plan that fits their unique needs and situation. He wants them to have a good foundation of knowledge about their plan and for their participants to have the opportunity to “retire their way.”As a Certified 401(k) Professional, Gene is highly experienced in creating, implementing and maintaining retirement plans for businesses, including defined contribution plans, 401(k) plans, nonprofit and pension plans. He is knowledgeable in plan distributions, plan design and implementation, plan establishment and operation, and fiduciary issues.Gene is also an Accredited Investment Fiduciary that certifies he can ethically carry out a fiduciary standard of care and serve the best interests of his clients. He adheres to the standards of professional conduct and devotes himself to continuing industry education.Gene began working in the retirement plan space with a regional bank in 1995. His background in administration, compliance and plan design has served as his foundational base for his consultative practice. Gene earned a bachelor’s degree from the University of Dayton in 1994. Gene currently holds his Series 7 and 63 licenses and Life, Health, Annuity and Property/Casualty licenses. Additionally, he has attained his Business Succession Planning certificate and works with many small businesses to ensure their needs are being met.Originally from Timisoura, Romania, Gene lives in Ohio City with his family. Gene spends his free time enjoying traveling and supporting local sporting teams. Specially, he is passionate about soccer and is actively involved with a local soccer academy and serves on their board.

Gene Craciun, Aif®, C(K)P®'s Current Company Details
OnPoint Wealth Partners

Onpoint Wealth Partners

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Partner at OnPoint Wealth Partners
2525 MARKET AVE, CLEVELAND,OH 44113,United States
Employees:
8
Gene Craciun, Aif®, C(K)P® Work Experience Details
  • Onpoint Wealth Partners
    Partner
    Onpoint Wealth Partners Feb 2021 - Present
    Cleveland, Ohio, United States
    Financial Professional, RJFSSecurities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.OnPoint Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.
  • Skylight Financial Group
    Financial Advisor
    Skylight Financial Group May 2008 - Feb 2021
    Gene Craciun is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. www.sipc.org. OSJ: 2012 West 25th Street, Suite 900, Cleveland, OH 44113. (216) 621-5680. I am licensed to sell insurance in the following jurisdictions: Arizona, Illinois, Louisiana, Kansas, Maryland, Michigan, & Texas.I am licensed to sell securities in the following jurisdictions:Arizona, California, Florida, Illinois, Kansas, Maryland, Michigan, Missouri, Ohio, Pennsylvania, Tennessee, Texas & West Virginia
  • Pension Advisors
    Advisor
    Pension Advisors Apr 2001 - Mar 2004
  • Keybank
    Client Manager
    Keybank 1995 - 2001
  • Keycorp
    Client Manager
    Keycorp 1994 - 2001

Gene Craciun, Aif®, C(K)P® Skills

Retirement Planning Retirement Strategic Financial Planning 401k Investment Advisory Investments Employee Benefits Financial Services Insurance Accounting Asset Allocation Business Strategy Estate Planning Finance Financial Planners Pensions Process Improvement Securities Wealth

Gene Craciun, Aif®, C(K)P® Education Details

Frequently Asked Questions about Gene Craciun, Aif®, C(K)P®

What company does Gene Craciun, Aif®, C(K)P® work for?

Gene Craciun, Aif®, C(K)P® works for Onpoint Wealth Partners

What is Gene Craciun, Aif®, C(K)P®'s role at the current company?

Gene Craciun, Aif®, C(K)P®'s current role is Partner at OnPoint Wealth Partners.

What is Gene Craciun, Aif®, C(K)P®'s email address?

Gene Craciun, Aif®, C(K)P®'s email address is ai****@****01k.com

What is Gene Craciun, Aif®, C(K)P®'s direct phone number?

Gene Craciun, Aif®, C(K)P®'s direct phone number is +121666*****

What schools did Gene Craciun, Aif®, C(K)P® attend?

Gene Craciun, Aif®, C(K)P® attended University Of Dayton, Greensburg Salem Hs.

What skills is Gene Craciun, Aif®, C(K)P® known for?

Gene Craciun, Aif®, C(K)P® has skills like Retirement Planning, Retirement, Strategic Financial Planning, 401k, Investment Advisory, Investments, Employee Benefits, Financial Services, Insurance, Accounting, Asset Allocation, Business Strategy.

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