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Private Wealth Services & Investment Advisory | Blackbridge Financial | Craig Faile
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Craig Faile

Blackbridge Financial

“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

Check the background of this investment professional

Phone: (855) 6-BRIDGE ext. 7

Fax: (980) 265-2301

Email: cfaile@bbridgefin.com

Website: www.craigfaile.com

Address:

15515 York Rd.

Charlotte, NC 28278

Craig Faile, CLU®, ChFC®, CFP®, MBA

Wealth Manager

CERTIFIED FINANCIAL PLANNER™ Practitioner

“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.

Affiliations:

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

 

Professional Memberships:

Million Dollar Round Table (2003-2016); Court of Table qualifier (2015-2016)

 

Business Recognition:

LPL Financial; Freedom Club member, 2015

Five Star Wealth Manager-The Charlotte Magazine; 2012, 2013, 2015*

 

Experienced In:

Wealth Management, Retirement Investment Strategies, Estate Planning Strategies, CFP® Financial Planning Process

Education:

University of South Carolina, Cum Laude

Wake Forest University, Masters of Business Administration

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of year 2012 -2015 Five Star Wealth Managers.

Series 6

Investment Company/ Variable Contracts Products Limited Representative

Held with LPL Financial

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 63

Uniform Securities State Agent

Held with LPL Financial

Series 65

Uniform Investment Advisor

Held at Independent Advisor Alliance

CLU®

Chartered Life Underwriter

 

ChFC®

Chartered Financial Consultant

 

CFP®

CERTIFIED FINANCIAL PLANNING™ Practitioner

 

MBA

Masters of Business Administration

 

Securities Registration States

AL, FL, GA, MI, NV, NC, SC, TN, VA

Insurance Registration States

NC, SC

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