Craig C. Chuang CFA, CFP^®

Craig is a Wealth Manager at Heritage Investment Group and has been with the firm since 2006. Craig holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of South Florida.  He is also a Certified Financial Planner™ practitioner and holds a bachelor’s degree in finance from Florida Atlantic University. Craig is a past president of the Estate Planning Council of Broward County and a graduate of Leadership Broward Class XL.  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 Parkland with his wife Silja and their family. He enjoys running, mountain biking, and playing the ukulele.

Certifications