Craig Richman

My career in financial services has spanned over four decades, driven by a singular purpose of helping clients achieve greater financial independence. I graduated from Florida Atlantic University and have earned multiple designations throughout my career, including CLU and ChFC, AIFA, RYT200 (Yoga Alliance Certification), and CDFA. I focus on running operations, providing strategic counsel, and managing client investments with meticulous attention.

What draws me to this work extends beyond the technical aspects of wealth management. I genuinely enjoy the process of building wealth for my trusted clients. There's a profound satisfaction in knowing clients are experiencing an elevated quality of life, partially through the strategies we've implemented together. My specialization centers on private wealth, encompassing both comprehensive financial advice and investment management. The long-term relationships our practice has cultivated over the years remain especially meaningful as I continue serving clients who are gracefully aging.

Growing up in Torrington, Connecticut, a small factory town, I knew early that I wanted something different. Immediately after graduating from high school, I moved to Florida seeking paradise and never looked back. I now live in Parkland in an age 55 active lifestyle community, where vibrant social connections, athletic activities, and frequent events create an exceptional daily environment.

My wife Janice has been my rock for 35 years, supporting me through every professional high and low. We have two children who have built impressive careers of their own. Jessica works as a physician, Race in institutional real estate, and we're blessed with a granddaughter, Eliza, who brings tremendous joy to our lives.

My daily routine balances professional intensity with personal wellness. I stay active through walking, pickleball, yoga, meditation, and occasional golf and dancing. Travel plays a significant role in our lives. We love cruises that allow us to explore both domestic and international destinations.

I teach yoga and meditation and am creating specialized workshops that support women’s well-being, clarity, and empowerment.

I appreciate fine dining and have developed a particular fondness for single malt scotch. I dedicate substantial time to reading investment publications and books, staying current with market developments and financial strategies.