Broker Check
Craig Breitsprecher CFP®, AIF®, BFA™

Craig Breitsprecher CFP®, AIF®, BFA™

Financial Advisor

After graduating from Central Connecticut State University in 2010, Craig began his tenure in financial planning. At that time, Craig built a niche practice by focusing on college planning and education consulting. He has conducted over a hundred presentations to local high schools, libraries, and community centers.

As the needs of his clients started to shift on their retirements and estate plans, Craig became a CERTIFIED FINANCIAL PLANNER™. Craig also holds the Accredited Investment Fiduciary®, and Behavioral Financial Advisor™ designations, in addition to a Series 7, 63 ,and 65 held with LPL Financial. He also holds a Series 66 with LPL Financial and Private Advisor Group as well as health and life insurance licenses.

Craig’s passion in financial planning is to help individual families through a particular challenge by not only understanding their professions and finances, but by understanding the family relationships and aspirations of each individual. The financial planning process that Craig employs has led to numerous awards such as the Five Star Wealth Manager from 2015-2020 and Five Star Wealth Manager Under 40.

Craig and his wife, Sarah reside in Portland with their two cats, Elsa and Ringo. Outside of work, Craig is an accomplished musician having performed across the country and being noted in the top 100 of the Billboard Charts for original works with his band. Craig and Sarah also enjoy time outside hiking, biking, and skiing.

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 2015-2020 Five Star Wealth Managers.