Who We Are

More than 16 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, 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.

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, through Raymond James Financial Services, Inc. Craig studied Business and Finance at Hunter College in New York and is currently pursuing Certified Investment Management Analyst (CIMA) accreditation.

Craig hails from New York City, but left the East Coast to be closer to family and the California sunshine. He lives in Martinez, California with his wife Jamuna, their son Asher and daughter Charlotte. Craig enjoys the outdoors and regularly goes on hikes with his family.  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. 

Anna graduated in 2017 from Arizona State University with a degree in Psychology. During her senior year she worked at a local elementary school, aiding children with emotional and psychological challenges. Working with a team of psychologists, and behavioral cognitive specialists, Anna assisted in preparing and presenting individualized education plans, while creating tailored lessons for students with emotional and cognitive disabilities.

In 2018, Anna joined Raymond James and Associates as a Traveling Transitions Consultant where she traveled 48 weeks a year throughout the United States. During this time, she oversaw onboarding individual advisors to Raymond James, as well as the acquisitions of teams and independent Registered Investment Advisors. The demanding role required not only extensive travel, but managing high pressure, fast paced environments, requiring multitasking and problem solving in short time constraints. She worked with various departments taking on administrative and operational roles. Anna has both the Series 7 and Series 66 licenses.

Originally from Lafayette CA, Anna graduated from Acalanes High School. Ready for a more permanent role, Anna made the decision to move back to the bay area and now enjoys living in Walnut Creek. Her Passions include crafting, cooking, baking and hiking with her dog. Anna happily joined Laurus Financial group dependent on a co-hire, Covelli. Covelli is a 5-year-old Pomeranian with no previous experience, operating as Head of “Barketing”. His passions include, walks, alerting his parents of delivery personnel, and chicken.