Stephen Craffen

Stephen Craffen

CDFA, CFA, ChFC, CLU, MBA
  • About Stephen
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Partner at Stonegate Wealth Management
Address
393 Ramapo Valley Road
Oakland NJ, 07436
Phone
(201) 791-0085
Follow

About Stephen

Steve founded Stonegate Wealth Management in 1993. We are FEE-Only and NAFA members.

Steve’s analytical background and his ability to sort financial complexities (in particular issues related to retirement, estate and tax planning) benefits clients greatly. He is a Chartered Financial Analyst charterholder. The Chartered Financial Analyst (CFA) charter is recognized as a hallmark of excellence in securities analysis throughout the U.S. and the world. Requirements for this designation are acknowledged to be among the most difficult in the financial services industry, requiring passing three sequent...

Education

  • Bachelors in Engineering, Engineering, Stevens Institute of Technology,
  • MBA, Business, Rutgers University

Certifications

Registrations
Designations
?

Typical Clients & Fee Structure

Typical Clients

Divorcing couples
People near retirement
Sudden wealth

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.