Craig Wenger works every day with a clear, bright purpose: to help people make the most of their hard work so they can enjoy their lives. Wenger Financial serves clients, big and small, with simplicity as its North Star— because it's simply the best way to do it.
Everything about Wenger Financial is essential to serving you. There's nothing extraneous. Nothing fancy. On most days, not even a tie. Just experience, expertise and personal care for your financial vision. Craig doesn’t work for a bank, brokerage firm or Wall Street. He works for you, his clients. His advice and recommendations are independent, informed, and tailored to what’s best for you, not a corporate agenda.
As a Certified Financial Planner (CFP®) professional, Craig is held to the fiduciary standard – the highest standard of care in the industry. He is required to complete 30 hours of bi-annual continuing education and uphold the CFP® board professional code of conduct.
To earn his CFP®certification, Craig passed a rigorous 10-hour, two-day exam testing his ability to apply financial planning knowledge to client situations, as well as completing educational requirements in the following areas:
- General principles of financial planning
- Retirement savings and income planning
- Investment planning
- Tax planning
- Education planning
- Estate planning
- Risk management and insurance planning
- Professional conduct and regulation
CERTIFICATION
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847.776.0184 | craig@wengerfinancial.com