Craig Cordial

With over three decades of strategic acumen, Craig brings a fresh perspective to crafting financial solutions that go beyond the ordinary. A distinguished graduate of Columbia University, his journey into the world of finance began on the bustling streets of Wall Street, where he thrived in the realms of risk assessment, real estate investment analysis, and skillful negotiation.

His expertise extends to the realm of asset protection through the FINRA Certified Estate Planner (CEP®) designation and tax-smart investments, a mastery honed through close collaboration with tax professionals and attorneys. This ensures that his financial planning is not only growth-focused but also securely anchored in prudent tax and asset protection strategies. What truly sets him apart is his proven track record as a B2B expert, specializing in business valuations and the intricacies of retaining key employees. He excels in navigating the complex M&A landscape, ensuring that businesses remain resilient and prosper in the face of transitions. With a rich history of overseeing substantial financial transactions, delivering enduring client satisfaction, and fostering trust and professionalism, he stands as the ideal partner for achieving strategic success. By harnessing the power of specific types of life insurance, he transforms ordinary investment portfolios into vehicles of enhanced performance through guaranteed growth and true compounding. Offering expanded horizons, he provides invaluable support to businesses and individuals looking to secure their financial future.

Craig spends his time working with clients across the county from his offices in Salt Lake and Houston. When he’s not working, you can find him fishing on Montana’s Blackfoot River with his dog Buzz.