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2017-03-04T00:00:00.000Z

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Wrong Stephen Craffen?

Mr. Stephen C. Craffen MBA MS CFA

Partner and Senior Wealth Advisor

Stonegate Wealth Management LLC

HQ Phone: (201) 791-0085

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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, ... more

Find other employees at this company (10)

Background Information

Employment History

Sales

Prudential

Affiliations

Member
National Association of Personal Financial Advisors

Member
The New York Society of Security Analysts Inc

Member
CFA Institute

Advisor
GuideVine

Member of New Leadership and Development Committee
National Board

Education

solid analysis

1977 BE

Stevens Institute of Technology

MBA

Finance

Rutgers

Masters

Financial Planning

College for Financial Planning

Web References (59 Total References)


Wealth Management | Wealth Management

www.stonegatewealth.com [cached]

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


Contact Us | Contact Us

www.stonegatewealth.com [cached]

Stephen Craffen stevec@stonegatewealth.com


Stephen C. ...

www.feeonlynetwork.com [cached]

Stephen C. Craffen

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Stephen C. Craffen, CLU®, CFA®, CDFA Advisor Login Stonegate Wealth Management, LLC
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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.
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Stephen Craffen is on LinkedIn
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About Stephen Craffen
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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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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.
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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


TV Appearances | TV Appearances

www.stonegatewealth.com [cached]

Stephen Craffen on the Wall Street Journal: "Investing in Funds: Sell Your Laggards", 8/6/2011


| 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.
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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).

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