Craig H Feld, CFP®, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor




The CFP® certification process, administered by the CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

CFP® certificants must pass the comprehensive CFP® Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with Financial Planning Practice Standards which spell out what clients should be able to reasonably expect from the financial planning engagement.  These are just some of the reasons why the CFP® certification is becoming increasingly recognized.

In addition, the CFP® certification prepares you for a career-long commitment to meeting the ever-changing needs of your clients.  As a CFP® professional, you become a coach and problem-solver, able to provide truly personalized services to clients and to maintain high levels of financial planning and professionalism.  Finally, your expertise and credibility as a financial planner is instantly communicated with the CFP® marks - the financial planning certification most sought after by consumers and financial planners alike.



The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.



The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.



The Chartered Advisor for Senior Living (CASL™) designation focuses exclusively on the unique needs of mature clients. Developed with input from a panel of industry professionals, the designation provides representatives with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Individuals who earn the CASL™ designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.



The Retirement Income Certified Professonial (RICP®) designation is the most complete and comprehensive porgram available to professional financial advisiors looking to help their clients create sustainable retirement income. The rigorous three-course credentials help advisors master retirement income planning, a key focus area not fully covered in other professional designation programs. From retirement portfolio management techniques and mitigation of plan risks to the propoer use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors.


Industry Licenses:
Series 7: General Securities
Series 6: Investment Company/Variable Contracts Products Limited Representative
Series 63: Uniform Securities Agent State Law

Associations and Memberships:
National Association of Insurance and Financial Advisors (NAIFA)
With 200,000 members and their associates nationwide, NAIFA is the largest financial services membership association in the United States. NAIFA is a federation of 700 state and local association all striving for the same common goal: to protect your livelihood and your clients' financial security.

Boston Estate Planning Council
The Boston Estate Planning Council is a multi-disciplinary association organized to provide educational programs and networking opportunities for estate planning professionals in the community. Established in 1930, the Council’s membership represents a broad range of practices: attorneys, accountants, bank trust officers, life insurance representatives, financial planners, wealth management, planned giving professionals and family office management. The Council is comprised of nearly 800 members who meet to get to know and respect each other through an increased awareness and understanding of the views, concerns and valuable interaction of their overlapping specialties.

The Greater Boston Chamber of Commerce
The Greater Boston Chamber is a broad-based association representing more than 1,600 businesses of all sizes from virtually every industry and profession in our region.  We provide leadership in creating a healthy climate for economic development and job creation. We also aspire to be a Chamber of Community as well as a Chamber of Commerce.

The Chamber is deeply committed to promoting diversity in every aspect of its work, and throughout the business, government, and civic life of our community.  We are an important resource to our members for advocacy, information, and marketing exposure that enhances their business success. And most importantly, we add value to the community at large by working for legislative changes that are critical to economic growth.

Awards and Recognition


Million Dollar Round Table Qualifying Member 2007-2015

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT


National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry


National Quality Award 2007-2010

Award recognizing persistency and performance


National Sales Achievement Award 2007, 2009-2010

Award recognizing performance


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