Craig R. Margolies CRPC®, CFS
Craig R. Margolies is a Retirement Planning Strategist for Aegis Capital Corp. He is a seasoned professional in the financial services industry and provides a wealth of knowledge and expertise for clients. His diverse skill set includes Pre and Post Retirement planning, Asset Management, and Estate planning with an acute focus on portfolio management and mutual fund research analytics.
With over twenty years in the industry, Craig's capabilities go above and beyond providing sound financial advice. He has been building lasting relationships with clients while offering them the most up to date information to help provide lifelong security and comfort.
Craig has earned the Chartered Retirement Planning Counselor (CRPC®) designation offered through The College for Financial Planning as well as the Certified Fund Specialist (CFS) designation offered through the Institute of Business and Finance.
He also maintains the Series 7 and Series 65, as well as Health and Life Insurance licenses.
Craig enjoys spending time with his wife, Rosemarie, and their three beautiful daughters, Juliette, Emma, and Ava.