Craig C. Chuang CFA, CFP®

Portfolio Manager

Craig is a Portfolio Manager at Heritage Investment Group and has been with the firm since 2006. Craig holds the Chartered Financial Analyst (CFA) designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He graduated from Florida Atlantic University with a bachelor’s degree in finance. He is also a member of the CFA Institute, the CFA Society of South Florida and the Estate Planning Council of Broward County, where he currently serves on the board. Prior to joining Heritage, Craig spent six years as a Financial Consultant with Charles Schwab & Company where he developed and maintained client relationships focusing primarily on investment analysis and portfolio management. His responsibilities at Heritage include portfolio management, client servicing and marketing. Craig was born in South Florida and resides in Miami. He is the proud father of two boys and spends his free time exploring the outdoors with his children.

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