Craig Jaffe Email & Phone Number
Managing Director @ United Capital Financial Advisors, LLC
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Craig Jaffe Location
- Boca Raton, FL, US
Craig Jaffe Work
- 2023 -now Managing Director @
- 2019 -2023 Vice President, Head of Office @ Goldman Sachs Personal Financial Management
- 2018 -2019 Managing Director @
- 2007 -2018 Senior Wealth Manager @
Craig Jaffe Education
- Florida Atlantic University
(Certified Financial Planner Courses)
2010-2010 - West Virginia University
Finance (Finance, General)
2002-2006
Craig Jaffe Skills
- Wealth Management
- Retirement Planning
- Investments
- Financial Planning
- Asset Management
- Asset Allocation
- Portfolio Management
- Investment Advisory
- Financial Services
- Investment Strategies
- Wealth Management Services
Craig Jaffe Summary
- Craig Jaffe, based in Boca Raton, FL, US, is currently a Managing Director at United Capital Financial Advisors, LLC. Craig Jaffe brings experience from previous roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Craig Jaffe holds a 2010 - 2010 Florida Atlantic University. With a robust skill set that includes Wealth Management, Retirement Planning, Investments, Financial Planning, Asset Management and more. Craig Jaffe has 3 emails and 2 mobile phone numbers on RocketReach.
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