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Wrong Stephen Craffen?

Stephen C. Craffen

Partner and Senior Wealth Advisor

Stonegate Wealth Management LLC

HQ Phone:  (201) 791-0085

Email: s***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Stonegate Wealth Management LLC

393 RAMAPO VALLEY RD

Oakland, New Jersey,07436

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, trust...more

Web References(69 Total References)


Contact Us | Contact Us

www.stonegatewealth.com [cached]

Stephen Craffen stevec@stonegatewealth.com


Wealth Management | Wealth Management

stonegatewealth.com [cached]

Stephen C. Craffen, B.E., MBA, M.S., CFA, ChFC, CLU


News Articles | News Articles

www.stonegatewealth.com [cached]

Steve is Quoted in The Wall Street Journal Online
Steve is Quoted in The Bergen Record Quote: "We strongly caution people about taking on too much risk in attempting to increase their yeild", said Stephen Craffen, a Partner in Stonegate Wealth Management LLC in Fair Lawn. "They need to fully understand the additional risk they may be taking by investing in high yield bonds, preferred stock, etc." August 6th, 2011 Steve is Quoted in the Wall Street Journal Description: Steve explains how to decide whether to stay or whether to go when top performing mutual funds turn into laggards. The fund appears to be a victim of its earlier success, says Stephen Craffen, an adviser in Fair Lawn, N.J. From around 2005 to 2007, it remained open to new shareholders, even as assets ballooned to more than $3 billion from around $300 million. As funds swell, their managers have to take larger and larger positions to make a difference in overall portfolio performance. Mr. Craffen, founder of Stonegate Wealth Management LLC, says he is gradually pulling clients' money out of Keeley, selling shares whenever he needs cash to rebalance portfolios. Its performance hasn't lagged as much in the past nine months, but I am fearful just because of its size, he says." Steve is Quoted on NorthJersey.com Steve is asked his opinion on the subject. Quote: "Stephen Craffen, a financial adviser for Stonegate Wealth Management in Fair Lawn, said the suspension sets a bad precedent. 'It bows to politicians by not paying the dividend,' he said. 'It will hurt local investors because they'll hold back their dividends three quarters and hurt their cash flow and affect the value of the stock in turn.' "


| Stephen C. Craffen

www.stonegatewealth.com [cached]

Stephen C. Craffen
Stephen C. Craffen is a Partner and Senior Wealth Manager with Stonegate Wealth Management. Steve founded Stonegate Wealth Management in 1993. Stonegate Wealth Management became a fee-only firm in 1998 so it could provide its clients with the highest level of financial planning and investment advisory services on a cost-effective basis and without bias. Steve acts as the chief investment officer for the firm. 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 sequential examinations over a minimum of three years, working in investment analysis and money management for more than three years and abiding by the CFA Institute's stringent code of ethics and standards of professional conduct. He has held many workshops for the public and charitable organizations over the years on a variety of financial planning and investment topics. Steve has been a regular guest and occasional guest host for a radio show devoted to financial planning for consumers. He is often quoted by local and national publications including Investors Business Daily, The Chicago Tribune, Bloomberg Personal, Business Week Online, the Associated Press,the Bergen Record, Investment News, Financial Advisor Magazine, the Newark Star Ledger,the Daily Record, the Smart Money Guide to Real Estate, (Gerri Willis, author) and the Physician's Personal Advisory. He has written articles for the American Association of Individual Investors, the NAPFA Advisor and the Bergen Record. He has also appeared in the Wall Street Journal's print and online editions. Steve appeared on CNNfn's show "Open House," hosted by Gerri Willis. Steve discussed real estate including home ownership and owning investment properties. He is a graduate of Stevens Institute of Technology (Bachelors in Engineering), Rutgers University (MBA, Business) and began his career as an electrical engineer. He has received a Masters in Business Administration with a concentration in investments and finance and a Masters of Science in financial planning with concentrations in estate planning and retirement planning. In addition to the CFA, Steve is also a Chartered Financial Consultant (ChFC), and a Chartered Life Underwriter (CLU). Steve is a member of the National Association of Personal Financial Advisors, (NAPFA). NAPFA is the nation's premier organization of Fee-only financial advisors. NAPFA members adhere to a strict code of ethics and sign an oath stating they will not accept compensation from any third party and will not accept commissions of any kind. Steve served on NAPFA's North East/Mid-Atlantic Region board for six years and is a past Chair (2013/2014) and past President (2012/2013) of the region. He is currently serving as a member of NAPFA's National Board. He is also a member of the CFA Institute (formerly the Association for Investment Management Research. (AIMR)), and the New York Society of Securities Analysts (NYSSA). Steve's NAPFA Financial Advisor Diagnostic. He is married and has one child. His hobbies include reading, photography, sports cars, and karate (Blackbelt Shotokan).


www.feeonlynetwork.com

Stephen C. Craffen
Stephen C. Craffen, CLU®, CFA®, CDFA Advisor Login Stonegate Wealth Management, LLC Stephen Craffen is a Fair Lawn, NJ Fee-Only Financial Planner serving the entire Fair Lawn area. Stonegate Wealth Management, LLC specializes in providing objective financial planning and advice to help clients build, manage, grow, and protect their assets through life's transitions. Stephen Craffen is a NAPFA-Registered Financial Advisor. Stephen Craffen is on LinkedIn About Stephen Craffen Stephen Craffen - Links Stephen Craffen is a NAPFA-Registered Advisor Stephen Craffen is Chartered Financial Consultant® Stephen Craffen is Chartered Life Underwriter® Stephen Craffen is a Certified Financial Analyst Stonegate Wealth Management - In The News Stephen Craffen's WSJ.com Interview - Investing in Funds Stephen C. Craffen is a Partner and Senior Wealth Manager with Stonegate Wealth Management. Steve founded Stonegate Wealth Management (formerly known as the Baron Financial Group) in 1993. Stonegate Wealth Management became a fee-only firm in 1998 so it could provide its clients with the highest level of financial planning and investment advisory services on a cost-effective basis and without bias. Steve acts as the chief investment officer for the firm. 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 sequential examinations over a minimum of three years, working in investment analysis and money management for more than three years and abiding by the CFA Institute's stringent code of ethics and standards of professional conduct. He has held many workshops for the public and charitable organizations over the years on a variety of financial planning and investment topics. Steve has been a regular guest and occasional guest host for a radio show devoted to financial planning for consumers. He is often quoted by local and national publications including Investors Business Daily, The Chicago Tribune, Bloomberg Personal, Business Week Online, the Associated Press,the Bergen Record, Investment News, Financial Advisor Magazine, the Newark Star Ledger,the Daily Record, the Smart Money Guide to Real Estate, (Gerri Willis, author) and the Physician's Personal Advisory. He has written articles for the American Association of Individual Investors, the NAPFA Advisor and the Bergen Record. He has also appeared in the Wall Street Journals print and online editions. In 2008 Steve was named as one of the top 250 advisors in the country by Worth Magazine. Stephen Craffen - Links Stephen Craffen is a NAPFA-Registered Advisor Stephen Craffen is Chartered Financial Consultant® Stephen Craffen is Chartered Life Underwriter® Stephen Craffen is a Certified Financial Analyst Stonegate Wealth Management - In The News Stephen Craffen's WSJ.com Interview - Investing in Funds


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