Lorraine Craig CFP , MBA In Financial Planning
Lorri Craig is a CERTIFIED FINANCIAL PLANNER™ certificant, and a Financial Advisor with Berger Financial Group. Lorri’s previous position as Director of Financial Services at Core Financial Management, LLC carries on now that Core is a part of BFG. Lorri also had previous Financial Advisory experience since 1994, at one point helping manage over $250 Million in client assets
Lorri’s primary expertise lies in wealth management and financial consulting. She is responsible for educating clients about strategies for accumulating wealth, preserving certainty of lifestyle during distribution, and creating a legacy for future generations. Lorri chose her profession because of her desire to help people understand these financial concepts, and attributes her success to her passion for her profession. Ms. Craig considers her ability to work extremely well with clients, building long-term relationships based on trust and high ethical standards, to be the most rewarding aspect of her career.
Lorri serves as a subject matter expert for the Certified Financial Planner Board of Standards, and she has recently been honored as one of California Lutheran University School of Management's 25 Silver Anniversary distinguished alumni for her accomplishment in her field as well as for her contributions in the community. Ms. Craig has earned numerous awards and honors for her personal contributions highlighted by receiving Citizen on the Year Awards in two different communities.