Rebecca C. Craig,  CFP<sup>&reg;</sup> - Financial Advisor

Rebecca C. Craig, CFP®

CPA

Craig & Treff Financial Services

819 Ritchie Hwy, Suite 1015
Severna Park, MD 21146
(410) 518-9990

General

Rebecca Craig is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Craig & Treff Financial Services in Severna Park, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Retirement, Long-term Care, Personal Taxes

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Helpful Financial Planning Resources