| Craig C. Bartlett, CFP, CRPC is the Managing Partner and a Financial Planner at Wealth by Design whose primary areas of responsibility are defining the client experience as well as proactively implementing planning strategies that help clients’ accomplish their financial goals. Securing new client relationships allows the practice to help more people while at the same time continue to grow in size, scope and capacity by adding more team members which in turn enhance our client service model. He is constantly developing strategic alliances that seek to compliment the suite of services currently provided. As Managing Partner, he calls on his leadership skills to set the strategic direction of the practice. This includes training, motivating and coordinating the efforts of the entire team to produce at the level of quality service clients have come to appreciate and rely upon for confident decision making.
In practice since 1995 with the same firm, Mr. Bartlett leverages his years of comprehensive financial planning experience to further client’s financial well-being and deepen relationships by genuinely helping provide a sense of security. He has previously served as the Managing Principal for the NY/NJ Metro Region responsible for recruiting, coaching and training planners and their staff. He has also held the positions of Investment Coordinator and Compliance Officer.
Mr. Bartlett graduated with honors from the University of Maine earning a Bachelor of Science Degree in Business Administration with a double concentration in Finance and Management. He has secured the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and obtained the Chartered Retirement Planning Consultant (CRPC®) designation from the College of Financial Planning In Denver, CO. He is currently enrolled in course studies and a candidate to achieve the Chartered Advisor in Philanthropy (CAP®) designation.
Hobbies and interests include travel, fitness, snowmobiling, motorcycle riding (yes, it’s a Harley), wood working, fishing and gardening. |