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Craig Skeels profile image

Craig Skeels

CEO at Skeels and Fox Wealth Management
Intro Book
Seasoned financial planner and wealth manager with 30+ years of experience.
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Location
Oxnard, California, United States, US
Languages
  • English Native or bilingual proficiency
Skills
  • Leadership
  • Estate Planning
  • Financial Advisory
  • Financial Planners
  • Insurance
  • Show all
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Bio

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Craig Skeels is a seasoned financial professional with over 30 years of experience in financial planning, leadership, and wealth management. He holds advanced certifications in financial planning and insurance, and has a strong background in estate planning, retirement planning, and investments. Skeels has led various organizations, including his own firm, Skeels and Fox Wealth Management, and has served on the board of FOOD Share, a local food bank. He is a native English speaker and has a degree in Business Economics from UCSB.

Credentials

  • CFP
    The College for Financial Planning

Experience

  • Skeels and Fox Wealth Management
    • Ventura County, California
    • CEO
      • Oct 2017 - Present
      • Ventura County, California

      http://skeelsandfox.com/

  • Craig's Classics
    • Central California
    • Owner
      • Jan 2010 - Present
      • Central California

      Craig's Classics provides marketing services to vintage car enthusiasts.

  • United Capital Financial Life Management
    • Oxnard, California
    • Managing Director
      • Aug 2005 - Sep 2017
      • Oxnard, California

      After building up a successful financial planning practice in Ventura County over a 24 year period as an American Express franchise owner and member of the Gold Team, I chose to help launch United Capital as a nationwide firm of boutique independent planning businesses. United Capital grew from ...

  • FOOD Share
    • Ventura County, California
    • Chairman of the Board, Treasurer and Secretary at various times
      • Dec 2004 - Dec 2009
      • Ventura County, California

      FOOD Share is Ventura County's foodbank, and has the goal of eliminating hunger in Ventura County. I joined the board as a volunteer when asked, as I have always been a supporter of FOOD Share. I was able to provide some leadership during a time of transition and growth within the organizat...

  • American Express Financial Advisors
    • Ventura County, California
    • Gold Team Financial Advisor
      • Nov 1981 - May 2005
      • Ventura County, California

      I began my financial planning career the year after I graduated from UCSB with a company then known as Investors Diversified Services. Over my nearly quarter century with the firm, I built up what became known as an American Express Financial Advisors franchise which consistently ranked among th...

Education

  • 1982 - 1984
    College for Financial Planning
  • 1989 - 1991
    The American College
  • 1978 - 1980
    UCSB
  • 1976 - 1978
    UCLA

Suggested Services

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Industry Focus. “Financial Services”

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