Craig Evans Carnick,  CFP<sup>&reg;</sup> - Financial Advisor

Craig Evans Carnick, CFP®

Transform Wealth

675 Southpointe Court, Suite 102
Colorado Springs, CO 80906
FINANCIAL ADVISOR'S WEBSITE
(800) 447-8181
(719) 884-1952

General

Craig Carnick is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Transform Wealth in Colorado Springs, CO and the surrounding communities.

Financial Advisor Overview

Craig E. Carnick, CFP®, Chairman Emeritus and Managing Director of Transform Wealth, LLC, ( www.TransformWealth.com) has been providing sound financial counsel for almost four decades. Craig received his CERTIFIED FINANCIAL PLANNER™ designation in 1982 and participated in many of the foundational developments of the financial planning profession. Over the decades, one of Craig’s goals has been the unswerving advocacy for all investment professionals to universally adopt the fiduciary standard.  Craig’s long dedication to the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA) further demonstrates his commitment to the highest standards of the Profession. Craig lives just outside Colorado Springs, is married to his high school sweetheart, Judy, and is a 30-year veteran of Kiwanis International. In addition to sharing a love of horses with Judy, Craig is a jazz aficionado (especially Johnny Hodges), loves downhill skiing, a skilled photographer and an experienced PADI dive master who wishes he could spend far more time in the warm waters of the southern latitudes. Craig’s car license plate reads “1K DVR”.

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Financial Advisor Experience

Thirty-five years experience. CFP since 1982. Fee-only practice for the last twenty years. NAPFA member.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

No BD affiliation.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Charitable & Planned Giving, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Insurance, Life Planning, Retirement, Succession Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources