Craig Frieders, AIF, CIMA

 

Senior Investment Advisor

 

1615 Bonanza Street, Suite 403

Walnut Creek, CA 94596

(925) 934.9930.

craig@croftoncm.com

 

Craig entered the investment advisory business in 1995 as an account executive for Oppenheimer & Co., Inc. in San Francisco. Throughout his career, he has managed the financial affairs of wealthy individuals and families in the San Francisco Bay Area and New England. His expertise is in retirement planning, corporate and executive services, investment analysis, insurance and real estate.

 

Craig received his Bachelor of Science in Economics from the University of San Francisco and professional designations from the Wharton School of Business and the University of Pittsburgh. He holds to highly recognized designations which are CIMA (Certified Investment Management Analyst) and AIF (Accredited Investment Fiduciary). Craig is also a licensed life insurance agent, real estate agent and mortgage broker. Since RB Capital Management, LLC is a fee only investment firm, Craig can also offer securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, 1-800-637-3211.

 

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