As a financial advisor, Craig Caimi builds on more than 20 years of experience in client service, risk management, and information technology in the financial services industry. With a sharp focus on understanding both personal and financial goals, Craig’s highest priority is helping his clients make informed and meaningful financial decisions based on their unique values, needs and priorities.
Craig is a graduate of DePaul University, where he earned his MBA, as well as Michigan State University, from which he holds a bachelor’s degree in Finance. He also holds the Series 6,7, 63 and 65 securities licenses as well as life, health, long-term care, and disability insurance licenses.
Craig serves as a board member of the Chicago Spartans Michigan State Alumni Association and has been involved with the Edgebrook Community Association. He lives in the Edgebrook neighborhood of Chicago with his wife and three kids, where he is an active member of his childrens’ school fundraising committee and also enjoys camping, sailing and running. Craig has completed the Chicago Yacht Club Race to Mackinac and the Chicago Triathalon.
Craig takes pride in helping his clients build a financial strategy that encourages them to think about where they’ve come from, where they’re going, and what they’ll leave behind.