Craig Severin

Sr. Financial Planner, CFP®, NSSA® at RIA Advisors
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Houston, Texas, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Bill Fargo

Craig is extremely knowledgeable in financial matters, very supportive of my goals and financial needs and instills confidence with his professionalism and integrity.

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Jul, 1994
    - Nov, 2024
  • Certified Financial Planner
    College for Financial Planning
  • NSSA
    Premier NSSA

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Sr. Financial Planner, CFP®, NSSA®
      • Oct 2018 - Present

      At RIA Advisors, we work with a wide range of individuals, families and business clients, providing money management and financial planning services tailored to each client’s needs. Simply put, we’re in the business of helping our clients reach their unique financial objectives. We accomplish this task by taking the time to understand the client’s financial situation, goals and risk tolerance. Based upon this in-depth analysis, we then recommend, develop, implement and monitor their investment portfolio performance. The publication of any content on this page should not be construed by any user and/or prospective user as RIA Advisors's (i) solicitation to effect, or attempt to effect transactions in securities over the Internet, or (ii) provision of any investment, tax, or financial advice or services tailored to any particular individual’s financial situation or investment objective(s). No user should assume that this content serves as a substitute for individual personalized advice from an investment professional of the user’s choosing. For such advice, consult with a professional advisor. Show less

Education

  • The University of Texas at Austin
    Bachelor of Arts, Political Science
  • College for Financial Planning
  • Memorial Highschool

Community

You need to have a working account to view this content. Click here to join now