Craig Weinstein is a seasoned fiduciary advisor and the founder of Laurus Financial Group, where he
specializes in delivering customized wealth planning solutions to high-net-worth individuals, families,
and professionals. With a deep commitment to acting in clients' best interests, Craig brings strategic
insight and hands-on experience to everything from tax-efficient investment strategies to succession
planning for advisors and business owners.
Craig also serves on the Board of Advisors for Concurrent Advisors, where he helps guide firmwide strategy and innovation. He is an active member of Concurrent’s Investment Committee and Marketing Sub-Committee, contributing insight on portfolio design, client experience, and advisor growth initiatives. Originally from New York City, Craig now lives in Walnut Creek, California with his wife, Jamuna, and their two children, Asher and Charlotte. His East Coast drive and West Coast balance allow him to blend analytical precision with deeply personal service.
Craig partners closely with Concurrent Advisors to provide an institutional-quality platform while maintaining a boutique client experience. He regularly guides clients through complex strategies such as direct indexing, covered call writing, and structured hedging and yield solutions.
Recent client work includes navigating concentrated equity positions, funding legacy-focused insurance strategies, and structuring multi-generational trust portfolios. Whether he’s helping another advisor transition their book, or crafting a tax-efficient portfolio for a retiring couple, Craig’s goal remains simple: deliver meaningful value through smart, forward-thinking financial strategies.
When he’s not building portfolios or running projections, Craig enjoys playing pickleball and golf — often with the same attention to strategy and execution he brings to his work.