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This profile was last updated on 9/2/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Stephen C. Craffen MBA MS CFA

Wrong Stephen C. Craffen MBA MS CFA?

Partner and Senior Wealth Advisor

Phone: (201) ***-****  HQ Phone
Email: s***@***.com
Local Address: FAIR LAWN, New Jersey, United States
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...   more
Background

Employment History

Board Memberships and Affiliations

Education

  • 1977 BE
    Stevens Institute of Technology
  • Masters , Financial Planning
    College for Financial Planning
  • Master of Business Administration
    Rutgers University
  • M.S.
  • Bachelors , Engineering
    Stevens Institute of Technology
  • MBA , Business
    Rutgers University
  • Masters of Science , financial planning
  • Masters , Business Administration with a concentration in investments and finance
  • MS
51 Total References
Web References
Wealth Management | Wealth Management
www.stonegatewealth.com, 5 Aug 2014 [cached]
Stephen C. Craffen, B.E., MBA, M.S., CFA, ChFC, CLU, CDFA, RF™, NAPFA Registered Advisor
| Stephen C. Craffen
www.stonegatewealth.com, 5 Aug 2014 [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. In 2008 Steve was named as one of the top 250 advisors in the country by Worth Magazine. 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), Chartered Life Underwriter (CLU), and Certified Divorce Financial Analyst (CDFA), and most recently, the Registered Fiduciary (RF™) designation. 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 presently serves on NAPFA's North East/Mid-Atlantic Region board as Chair (past President 2012/2013) of the region. 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).
Press Releases | Press Releases
www.stonegatewealth.com, 17 May 2012 [cached]
Stephen Craffen appointed NAPFA Eastern Region President
Stonegate Wealth Management, LLC is pleased to announce that Firm Founder and Partner, Stephen Craffen has been appointed by the National Association of Personal Financial Advisors (NAPFA), to act as the President of the North East/Mid Atlantic Region for the 2012/2013 fiscal year. In accepting this honor, Mr. Craffen will be leading the region of the United States with the largest NAPFA membership.
Mr. Craffen has been a member of NAPFA since 1998. He has served as a volunteer for NAPFA in many capacities over the years. Mr. Craffen has served as a member of NAPFA's new Leadership and Development Committee for the National Board, helping to establish the procedures that will be used to select future National Board members and he has served on the Eastern Region Conference Committee for several years. He has also organized and helped to run a series of educational symposiums on the East Coast for the past three years. Additionally, Mr. Craffen was a study group director for NAPFA's Eastern Region.
NAPFA is the nation's premier organization of fee-only financial advisors. As a member of NAPFA, Mr. Craffen adheres to a strict code of ethics and has signed an oath stating that he will not accept commissions of any kind.
Mr. Craffen is looking forward to leading the North East/ Mid-Atlantic Division of NAPFA stating,
"I look forward to continuing my service to NAPFA and helping it maintain its role as leaders in the financial planning field."
Craffen founded Stonegate Wealth Management in 1993. The firm became a fee-only firm in 1998 to provide its clients with the highest levels of financial planning and investment advisory services on a cost-effective basis and without product bias. The firm has $210 million in assets under management. Steve is a Chartered Financial Analyst (CFA) charter holder, recognized as a hallmark of excellence in securities analysis. A graduate of Stevens Institute of Technology (1977 BE), he also earned a Master of Business Administration from Rutgers University in 1983, and a Masters in Financial Planning in 1998 from the College for Financial Planning in Denver Colorado.
Partners in the firm include Craffen, Thomas J. Geraghty, CPA, CFP, and Craig R. Marson, CPA, J.D.
...
Annoucement: Stonegate Wealth Management's very own Steve Craffen has been elected to serve on NAPFA's Northeast Regional Board of Directors. We are very honored that he has received the opportunity to serve in such a position, and very proud of his achievement.
...
Steve Named as Top Advisor by Worth Magazine
WORTH Magazine has recognized Steve Craffen, MBA, CFA, Stonegate Wealth Management, Inc., as one of an elite group of wealth advisors. Advisors are chosen for their expertise, integrity and dedication to the field of wealth management.
...
Steve Elected to Regional Board of the National Association of Personal Financial Advisors (NAPFA)
Steve Craffen was elected to serve on NAPFA's Eastern Regional Board. He will serve as study group director for the eastern region.
Contact Us | Contact Us
www.stonegatewealth.com, 5 Aug 2014 [cached]
Stephen Craffen stevec@stonegatewealth.com
Stephen Craffen's ...
www.stonegatewealth.com, 5 Aug 2014 [cached]
Stephen Craffen's blog Add new comment
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