More than 22 years in the financial services industry has taken Craig Weinstein from Wall Street to the top ranks at major banks to a partnership at Laurus Financial Group, a truly independent and client-first wealth management practice.
Craig specializes in investment management, overseeing trading, money management, investments, research, and model development. Through fact finding and assessing the risk appetite of clients, he crafts customized portfolios, and he believes professionalism and cooperative development are the foundation of any strong financial plan. His ability to relate and understand the needs of his clients allows him to customize their plans to benefit everyone’s unique situation.
Before joining Laurus in 2012, Craig held Vice-President Investment titles at Wells Fargo advisors, WM Financial Services and Citibank Investments. He holds multi-state insurance licenses and FINRA Series 7, 63 and 65 registrations. Craig studied Business and Finance at Hunter College in New York and holds his AIF designation, which solidifies his belief in his fiduciary responsibility to his clients and their families.
Craig hails from New York City but left the East Coast to be closer to family and the California sunshine. He lives in Walnut Creek, California with his wife Jamuna, their son Asher and daughter Charlotte. Craig enjoys outdoor activities and believes in a true balance of life. He is a sports enthusiast and an avid golfer as well. His favorite pastime is letting Hays win on the golf course, as he was always taught to respect his elders.