Craig Jaffe, CFP®MANAGING DIRECTOR
Craig Jaffe leads United Capital’s office in Boca Raton, Florida.
For over 10 years, Craig has been focused on caring for the needs of high net worth individuals and their families. As Managing Director, he sets and oversees the strategic vision of the office, with an emphasis on building long-lasting relationships with both clients and their families.
Craig’s mission is 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.
As a fiduciary, Craig has been helping affluent families, retirees, business owners, and clients alike reach their One Best Financial Life® through his analytical skills, genuine care, and full commitment to serving his clients’ needs.
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.
Craig spends his free time serving as a board member with Women in Distress, a nationally accredited, state-certified, full service domestic violence center in Broward County, Florida. He also enjoys spending quality time with his family, golfing, skiing, and travelling when he can.