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Ethan Kraft profile image

Ethan Kraft

Director of Retirement Plans at Precision Financial Services
Intro Book
Experienced financial professional with 13 years of experience in wealth management and investments.
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Location
Verona, New Jersey, United States, US
Skills
  • Financial Services
  • Wealth Management
  • Investments
  • Microsoft Excel
  • Mutual Funds
  • Show all
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Bio

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Ethan Kraft is a seasoned financial professional with 13 years of experience in wealth management, investments, and financial modeling. He holds various certifications, including Accredited Investment Fiduciary and Certified Plan Fiduciary Advisor. He has worked at several prominent companies, including Precision Financial Services and Squire Retirement Plan Services, Inc.

Credentials

  • Accredited Investment Fiduciary® (AIF®)
    Center for Fiduciary Studies
    Oct, 2018
    - Apr, 2026
  • C(k)P® Certified 401(k) Professional
    The Retirement Advisor University at UCLA Anderson School of Management Executive Education (TRAU)
    Nov, 2017
    - Apr, 2026
  • Certified Plan Fiduciary Advisor (CPFA)
    American Retirement Association
    Apr, 2016
    - Apr, 2026
  • Series 66 - Uniform Combined State Law Examination
    Financial Industry Regulatory Authority (FINRA)
    Aug, 2015
    - Apr, 2026
  • Series 7 - General Securities Representative Qualification Examination
    Financial Industry Regulatory Authority (FINRA)
    Jul, 2014
    - Apr, 2026

Experience

  • Precision Financial Services
    • Mine Hill, New Jersey
    • Director of Retirement Plans
      • Jan 2011 - Present
      • Mine Hill, New Jersey

      For securities related business please contact me at [email protected] offered through Leigh Baldwin & Co., LLC Member FINRA/SIPC.For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above. Investment adviceoffered through PFS Partners, a registered investment advisor. Squire Retirement Plan Services, PFS Partners and Precision Financial Services Inc are separate entities from Leigh Baldwin & Co., LLC. Third party posts found on this profile do not reflect the views of Leigh Baldwin & Co., LLC and have not been reviewed by Leigh Baldwin & Co., LLC as to accuracy or completeness. For a list of states in which our advisors are registered to do business, please visit www.precisionfinancialservices.com.

  • Squire Retirement Plan Services, Inc
    • Greater New York City Area
    • President
      • Jan 2015 - Apr 2021
      • Greater New York City Area

  • Squire Retirement Plan & Consulting Services, Inc.
    • Greater New York City Area
    • Associate Consultant
      • Oct 2010 - Dec 2014
      • Greater New York City Area

  • Wahrenberger & Pietro LLP
    • Law Clerk
      • Aug 2010 - Jul 2011

Education

  • 2008 - 2012
    Wagner College
    Bachelor of Science, Business Administration
  • 2004 - 2008
    Chester Academy

Suggested Services

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Industry Focus. “Financial Services”

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