Wealth Adviser

Craig Jaffe, CFP®

Senior Wealth Manager


For over ten years, Craig has been helping clients reach their One Best Financial Life® through his analytical skills, genuine care, and full commitment to United Capital Financial Life Management™. Craig operates with the mission to find out what’s important to his clients by exploring financial fears and potential pitfalls so his clients may rest assured that their concerns and priorities are first.

He is a graduate of West Virginia University with a Bachelor of Science degree in Business Administration with a major in Finance. In February of 2011, Craig obtained his CFP® certification which he uses as his foundation for providing objective analysis and advice. He also holds his FINRA Series 7 and Series 66 Licenses as well as his Florida Life and Health Insurance License.

Craig enjoys spending quality time with his family, golfing, skiing, and travelling when he can.