• 239-260-9386
  • Mon - Fri: 8am - 5pm

Team Member

Craig Price | CFP®, CTFA, CEO

Founding Partner
  • 772-888-3757
  • cprice@napleswealthplanning.com

In 2008, Craig’s previous employer approved the name “Price Wealth Management” to describe Craig’s team approach to his clients.  Craig’s interest in investing began at an early age with his father, Gary, talking about stocks at the family dinner table. In 1993, Craig decided to join his father in the industry at Prudential Securities and in 2000, they moved their growing investment practice to UBS.  In 2008, Craig broadened the scope of services he offered in order to be a comprehensive wealth manager.

As a leader of the firm, Craig instills the mission “to care for each client of the firm, and to care for their financial well-being as we would want to be cared for ourselves.”  Practicing Florida financial planning and investment management to include pre-retirement income planning, estate planning, generation gift planning and strategic philanthropy and social impact analysis, Price Wealth Management act as fiduciaries of client wealth.    Craig’s business philosophy is, “We endeavor to earn returns, not just for our clients, but through personal and corporate giving, to produce human and social returns for our community and the world at large.”

Craig graduated Cum Laude from the University of Notre Dame with a Bachelors of Arts in Government and International Relations. Craig holds a Series 65 investment advisor license and is registered with the SEC.  He also has his Life, Health and Annuity insurance license in Florida, Illinois and North Carolina. During his career at UBS Financial Services, Craig achieved professional awards including the Global Circle of Excellence Award, the Director’s Council and the President’s Council.  Active in his Stuart, Florida community, Craig also has accolades from being named Man of the Year by the Notre Dame Alumni Club of Stuart, Florida, earning the Leadership in the Arts Award from the Arts Council of Martin County and the Heroism Award for saving someone’s life by the Boy Scouts of America.

Involvement in the community is a priority for Craig and his family and the firm.  He has served on multiple community boards over the years and previously served as Treasurer of Light of the World Charities.  When he is not working and serving the community, Craig enjoys gardening, running and the arts.

Check the background of this Investment Professional on Investment Advisor Public Disclosure.

 

Services Offered

Insurance

  • Medicare Supps
  • Life Insurance
  • Disability
  • Long Term Care

Investing

  • Brokerage and Trading
  • Managed Accounts

Retirement

  • Roth IRA
  • Traditional IRA
  • Rollover IRA

College Planning

  • College Planning 529
  • College Savings Plan
  • Educational Savings Account

Small Business

  • 401(K)
  • Sep IRA
  • Simple IRA
  • Defined Benefit Plan
  • Business Investor Account
  • Buy/Sell Agreements

Annuities

  • Private Placement Variable
  • Fixed Index
  • Single Premium
  • Deferred Income
  • Fixed Deferred

Stocks

  • ETFs
  • Options
  • Mutual funds
  • Bonds, CDs & Fixed Income
  • International Stocks
  • Annuities
  • Insurance
  • Money Market Funds
  • Margin Loans
  • Cash Solutions

Trust and Estate

  • Trust Account
  • Estate Account