Craig Cowles is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mergent Group in Dallas, TX and the surrounding communities.
As a fully licensed investment professional for more a decade , Craig holds the Financial Industry Regulatory Authority Series 6, 7, 63 and 65 securities registrations through LPL Financial. Additionally, he holds Life, Accident and Health, Variable Annuity and Long Term Care Insurance Licensing in multiple states. He is a member of the Financial Planning Association, Dallas Texas Chapter. Craig earned an Certificate in Financial Planning from The University of Georgia and has attained the CERTIFIED FINANCIAL PLANNER™ practitioner certification.
Craig measures his success by the strength and longevity of his client relationships. He strives to continuously provide his clients with the highest level of service, while seeking to learn about his clients’ desired lifestyle, long-term goals and retirement needs. This in-depth understanding of his clients, as people, enables him to recommend and implement custom-tailored investment and wealth management strategies.
Specialties: As a CERTIFIED FINANCIAL PLANNER™ professional, Craig focuses his knowledge and talents on creating comprehensive wealth-management strategies for his clients, by concentrating on overall portfolio management. Craig coordinates with attorneys and tax professionals to assist individuals, executives and business owners in effectively managing and protecting their wealth. He is well versed and experienced when it comes to the disciplines of investing for retirement and overall retirement planning.
7, 6, 63, 65
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"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
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When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
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