Cfp® Craig Pesce

Craig Pesce, CFP® has over 20 years of experience in the financial industry. Craig previously served as the Director of Wealth Advisors at Marshall & Sterling, where they held Series 7 and Series 66 licenses with LPL Financial and Marshall & Sterling Wealth Advisors. Prior to that, they worked as a Private Client Advisor and Vice President at Wilmington Trust- Wealth Advisory Division of M&T Bank, where they developed long-term relationships with high-net worth clients and provided comprehensive wealth advisory services. Craig also worked as a Wealth Advisor and Vice President at M&T Bank and as a Financial Advisor and Vice President at PaineWebber and UBS Wealth Management.

Craig Pesce, CFP®, has a diverse educational background with a focus on finance and financial planning. Craig obtained their Certified Financial Planner (CFP®) designation from The American College of Financial Services from 2007 to 2011. Prior to that, Craig pursued their Bachelor's of Science degree in Finance and Business Administration from Marist College, graduating between 1994 and 1997. Before transitioning to the field of finance, Craig studied architecture at Roger Williams University from 1992 to 1994.

Furthermore, Craig has additional certifications that enhance their professional expertise. Craig received the Accredited Investment Fiduciary certification from Fi360 in August 2018. In March 2006, Craig obtained the Certifed Financial Planner designation from the CFP Board. Additionally, they have pursued knowledge in behavioral finance by completing coursework at Kaplan University to become a Behavioral Financial Advisor.