Craig Faile,CLU®, ChFC®, CFP®, MBA
Wealth Advisor
Bio
“I’ve learned so much about life from spending time with my clients over the years. They’ve become family. I take pride in personally serving them throughout the entire process; from the initial meeting, case design, implementation, reviews and phone calls to even small service requests. This level of service displays my passion for putting clients first.” - Craig Faile
“Since 1996, I’ve enjoyed working with individuals and families who are interested in organizing, preserving, and growing their personal wealth. Some clients need help simply organizing and reviewing current investments while others benefit from a detailed retirement income strategy. Whatever your needs may be, you’ll find comfort in knowing that you don’t have to do it all by yourself.
Professionally trained as a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), and having a formal education that includes an MBA in Finance, I am positioned to help clients wisely manage the complexities involved in simplifying their investment decisions.”
Originally from Lancaster, SC, Craig has been a resident of Charlotte, NC since 2000. Outside of work he enjoys spending time with his wife, Amy, and children Nicholas, Jonathan and Elizabeth. His hobbies include golf, travel, reading, and CrossFit.
cfaile@bbridgefin.com
704.641.0018
15515 York Rd, Charlotte, NC 28278
www.craigfaile.com
Affiliations
Business Recognition
Education
Jump$tart Coalition for Personal Financial Literacy; volunteer
Steele Creek Athletic Association; team sponsor
Palisades Park elementary school; volunteer/donor
Palisades Country Club
American Cancer Society; volunteer/donor
Alzheimer’s Association; volunteer/donor
Diabetes Foundation; volunteer/donor
Good Shepherd Church
LPL Financial
freedom club member
(2015 - 2019)
university of south carolina, cum laude
wake forest university, master of business administration
Experienced In
wealth
management
retirement investment
strategies
estate planning strategies
cfp® financial
planning process
Licenses & Registrations
Series 6
Series 7
Series 63
Series 65
CLU®
ChFC®
CFP®
MBA
Securities Registration States:
Insurance Registration States:
Series 7:
General Securities Registered Representative
Held with LPL Financial
Series 63:
Uniform Securities State Agent
Held with LPL Financial
Series 5:
Uniform Investment Adviser
Held with Independent Advisor Alliance
AAMS®:
Accredited Asset Management Specialist
MBA:
Master of Business Administration
Securities Registration States:
AL, AZ, CA, DE, GA, MS, NC, NH, NJ, NY, PA, PR, TN
Insurance Registration States:
NC, SC
Life and Long-Term Care Insurance
Investment Company/Variable Contracts Products Limited Rep. General Securities Registered Representative
Uniform Securities State Agent
Uniform Investment Adviser
Chartered Life Underwriter
Chartered Financial Consultant
CERTIFIED FINANCIAL PLANNER™ Practitioner
Masters of Business Administration
AL, FL, GA, MI, NV, NC, SC, TN, VA
NC, SC
Held with LPL Financial
Held with LPL Financial
Held with IAA
Life, Long-Term Care, & Annuities
