Craig C. Bartlett, CFP®, CRPC®, CBEC®

Craig is the founding Managing Partner and a Financial Planner at Wealth by Design. In business since 1995 with the same firm since graduating college, Craig works primarily with business owners and executives helping to transition them from late-stage accumulation into distribution mode as they monetize their life’s work and seek to enjoy their financial independence. He is often asked to engage with the entire family to communicate expectations related to generational wealth planning strategies as well as to better prepare the heirs to become good stewards of their wealth, not just money.

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 following designations:

• CERTIFIED FINANCIAL PLANNER™ certification
• Chartered Retirement Planning Consultant
• Certified Business Exit Consultant®

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. He is known to be a thought leader as well as a sought-after presenter, and he has spoken at numerous national conferences, local meetings, and virtual presentations for Osaic FA (formerly Lincoln Financial Advisors). Craig has also been invited to speak at national industry meetings such as the Financial Planning Association® and has been interviewed on talk radio station WOR 710.

Craig’s commitment to excellence, lifetime learning and continued giving back include:

• Executive Consulting
  Founding and active board member, group promoting financial planning for executives
• Business Intelligence Institute (BII)
  Original and active member, group focusing on business owner financial planning
• Generational Wealth Planning (GWP)
  Founding and active board member, group seeking to preserve family and wealth across generations
• The Resource Group (TRG)
  Osaic FA’s top planners, past board member
• Emotional IQ
  Leadership training provided by The William’s Group
• Premier Partner Advisory Council (PPAC)
  Past President and Secretary, committee dedicating to collaborating with the top leaders in all departments to improve services, products, and the client experience
• National Planning Conference (NPC)
  Past committee member, responsible for designing and running an annual multi-day training conference that attracts over 800 planners annually
• Financial Planning Association® (FPA®)
  Long-time member, past presenter
• Estate Planning Council of Northern New Jersey (EPCNNJ)
  Long-time member, diversified local group of professionals furthering their estate planning knowledge
• New Jersey State Board of Accountancy
  Certified sponsor to teach CPAs their professional continuing education credits

Craig resides in Morris Twp., NJ, with his family. He has served as Treasurer in the historic Washington Valley Home-Owners Association. He supports his Alma Mater through active donations to a NJ-based scholarship fund and has served as a board member of the NJ UMaine Alumni Association. He enjoys volunteering his time for many other rewarding causes, such as coaching his daughter’s soccer team. Hobbies and interests include travel, fitness, wine, snowmobiling, motorcycle riding, woodworking, fishing, raising chickens, beekeeping, and gardening.

CRN-6885315-081224