Broker Check
Craig C. Bartlett, CFP®, CRPC®, CBEC®

Craig C. Bartlett, CFP®, CRPC®, CBEC®

Managing Partner & Financial Planner

Craig is a Managing Partner and a Financial Planner at Wealth by Design whose primary areas of responsibility are defining the client experience as well as proactively implementing planning strategies that help clients accomplish their financial goals. Securing new client relationships allows the practice to help more people while at the same time continue to grow in size, scope and capacity by adding more team members which in turn enhance our client service model. Craig is constantly developing strategic alliances that seek to compliment the suite of services currently provided. As Managing Partner, he calls on his leadership skills to set the strategic direction of the practice. This includes training, motivating and coordinating the efforts of the entire team to produce at the level of quality service clients have come to appreciate and rely upon for confident decision making.

In practice since 1995 with the same firm, Craig leverages nearly two decades of comprehensive financial planning experience to further client’s financial well-being and deepen relationships by genuinely helping provide a sense of security. He has previously served as the Managing Principal for the NY/NJ Metro Region responsible for recruiting, coaching and training planners and their staff. He has also held the positions of Investment Coordinator and Compliance Officer.

Craig graduated with honors from the University of Maine earning a Bachelor of Science Degree in Business Administration with a double concentration in Finance and Management. He has secured the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and obtained the Chartered Retirement Planning Consultant (CRPC®) designation from the College of Financial Planning In Denver, CO. He is currently enrolled in course studies and a candidate to achieve the Chartered Advisor in Philanthropy (CAP®) designation. He is a sought after presenter and has spoken at numerous national conferences, local meetings and webcasts for Lincoln Financial Advisors (LFA). Craig has also been invited to speak at national industry meeting’s such as the Financial Planning Association®(FPA®) as well as been interviewed on talk radio station WOR 710.

Craig is one of ten planners who serve on LFA’s National Planning Conference committee who are responsible for designing and running an annual multi-day training conference. This national meeting attracts about 700 planners annually seeking to enhance their industry expertise. He is a member of The Resource Group (TRG) which is comprised of LFA’s top 200 planners who come together to exchange best practices and further improve their planning skills. He is also a member in LFA’s Sagemark Consulting Private Wealth Services group which caters to planning for very affluent clients. He now serves as Immediate Past-President on LFA’s Premier Partner Advisory Counsel (PPAC) which is a ten member committee of planners who collaborate with the top executives of all departments at Lincoln National Corporation. Craig is a long time member of the Financial Planning Association®(FPA®), the Estate Planning Council of Northern New Jersey (EPCNNJ) and has been a certified sponsor of the New Jersey State Board of Accountancy to teach CPA’s their professional continuing education credits.

Craig resides in Morris Twp., NJ with his family. He is an active volunteer in the historic Washington Valley Home-Owners Association. He supports his Alma Mater through active donations to a NJ based scholarship fund and is a board member of the NJ UMaine Alumni Association. He enjoys volunteering his time for many other rewarding causes and making other charitable contributions to select organizations. Hobbies and interests include travel, fitness, coaching soccer, snowmobiling, motorcycle riding (yes, it’s a Harley), wood working, fishing and gardening.