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2015-12-06T00:00:00.000Z

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Wrong Stephen Craffen?

Mr. Stephen Craffen C. MBA MS CFA

Partner and Senior Wealth Advisor

Stonegate Wealth Management LLC

HQ Phone: (201) 791-0085

Email: s***@***.com

Stonegate Wealth Management LLC

17-17 Route 208 (Northbound)

Fair Lawn, New Jersey 07410

United States

Company Description

Stonegate Wealth Management, LLC is an independent Registered Investment Advisor located in Bergen County, NJ. We have clients throughout the country and provide investment management and financial planning counsel to individuals and affiliated entities, ... more

Find other employees at this company (7)

Background Information

Employment History

NestEggZone.com

Affiliations

Advisor
GuideVine

Member
National Association of Personal Financial Advisors

Education


solid analysis

1977 BE

Stevens Institute of Technology

Bachelors
Engineering
Stevens Institute of Technology

MBA
Finance
Rutgers

Master of Business Administration

Rutgers University

Masters
Financial Planning
College for Financial Planning

advanced degree

degrees
education

Web References (97 Total References)


The worth would be the face ...

njmoneyhelp.com [cached]

The worth would be the face value of the bonds, plus interest, said Stephen Craffen of Stonegate Asset Management in Oakland. The interest rates depend on when the bonds were purchased.

"Series EE bonds double in value 20 years from purchase and stop earning interest after 30 years," Craffens aid.
To cash in the bonds, you can go to a bank, but note not all banks provide the service. Many charge a fee, Craffen said, if you don't have an account with them.


National Board of Directors - NAPFA - The National Association of Personal Financial Advisors

www.napfa.org [cached]

Stephen Craffen Presidents' Council Steve.Craffen@napfa.org

Steve Craffen, is a graduate of Stevens Institute of Technology, and recipient of an MBA in Finance from Rutgers, he began his career as an engineer. He later made the career change to financial services, and joined Prudential in 1988, selling investment and insurance products. Dissatisfied with that approach, he became a financial planner and investment advisor, and in 1993 founded Stonegate Wealth Management, LLC. Based in Oakland, NJ. Stonegate has approximately $130 million in assets under management.
His service to NAPFA and the Northeast Mid-Atlantic Region Board includes: Member Region Conference Committee (2007-09), Region Study Group Leader (2008-12), Region Chair (2013-14), Region President (2012-13), member Board of Governors (2012-14), member Relocation Task Force (2014), and member NAPFA Ethics Committee (2014-present). Steve is a Chartered Financial Analyst® Chartholder, a Chartered Financial Consultant®, and a Chartered Life Underwriter®. Additionally, he received a Master of Science in Financial Planning with concentrations in estate and retirement planning. He resides with his wife and daughter, where he enjoys hobbies that include reading, photography, sports cars, and karate-in which he holds a black belt in Shotokan.


National Board of Directors - NAPFA - The National Association of Personal Financial Advisors

napfa.org [cached]

Stephen Craffen Presidents' Council Steve.Craffen@napfa.org

Steve Craffen, is a graduate of Stevens Institute of Technology, and recipient of an MBA in Finance from Rutgers, he began his career as an engineer. He later made the career change to financial services, and joined Prudential in 1988, selling investment and insurance products. Dissatisfied with that approach, he became a financial planner and investment advisor, and in 1993 founded Stonegate Wealth Management, LLC. Based in Oakland, NJ. Stonegate has approximately $130 million in assets under management.
His service to NAPFA and the Northeast Mid-Atlantic Region Board includes: Member Region Conference Committee (2007-09), Region Study Group Leader (2008-12), Region Chair (2013-14), Region President (2012-13), member Board of Governors (2012-14), member Relocation Task Force (2014), and member NAPFA Ethics Committee (2014-present). Steve is a Chartered Financial Analyst® Chartholder, a Chartered Financial Consultant®, and a Chartered Life Underwriter®. Additionally, he received a Master of Science in Financial Planning with concentrations in estate and retirement planning. He resides with his wife and daughter, where he enjoys hobbies that include reading, photography, sports cars, and karate-in which he holds a black belt in Shotokan.


Even a $4 million exemption or ...

www.investmentnews.com [cached]

Even a $4 million exemption or $2 million per person is not much when you factor in the cost of a house and how much people may have in [individual retirement accounts], said Stephen Craffen, a partner at Stonegate Wealth Management LLC.


Stephen Craffen, ChFC, CLU, ...

www.divorcemag.com [cached]

Stephen Craffen, ChFC, CLU, CDFA™ Baron Financial 21 Little Big Horn, Ringwood NJ 07456 Phone: (201) 791-6408 e-mail: stevec@stonegatewealth.com

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