Craig W. Tower, CFP®

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Equity Owner
Office: 
847-649-8807

Craig draws upon over 30 years of financial services industry experience, to bring a unique client-centered approach to each wealth care relationship. For the past 20 years, he has concentrated on building and preserving wealth for private individuals, service industry professionals, executives and entrepreneurs, as well as individuals or groups whose decisions are motivated by their spiritual values. When asked what he most enjoys about his work, Craig replied, “I sincerely believe that the advice I offer contributes to the financial security, welfare and happiness of my clients and their families. What could be more fulfilling?”

Education: 
  • B.A., Business Administration, Illinois Wesleyan University, 1979
  • CERTIFIED FINANCIAL PLANNER™, 1992
  • Registered Representative with 1st Global Capital Corp., 1999
  • FINRA Registered Representative in 1993
  • Series 7 licensed, 1993
  • Series 63 licensed, 1993
  • Series 65 licensed, 1999
  • Licensed to sell Life, Accident, and Health insurance, 2000
  • Licensed Variable contracts, 2000
Publications: 
  • Craig frequently contributes business and financial articles to area publications.
Professional, Civic and Charitable Organizations : 
  • Greater Chicago Society of the Institute of Certified Financial Planners
  • The Financial Planning Association (FPA)
  • Fox Valley Estate Planning Council