Craig Loewenstein

Craig Loewenstein

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Director, Financial Planning at Edelman Financial Engines | Fee-Only Fiduciary | Certified Wealth Strategist®
Colorado Springs, Colorado, United States

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Résumé

Jobs verified_user 0% verified
  • Edelman Financial Engines
    Director, Financial Planning
    Edelman Financial Engines
    Apr 2026 - Current (4 months)
    As a financial planner and Certified Wealth Strategist®, I work with clients to turn complex financial decisions into clear, actionable plans. My focus is on helping you build, protect, and transition wealth with intention and confidence.
  • Charles Schwab
    Vice President / Branch Manager
    Charles Schwab
    Oct 2016 - Apr 2026 (9 years 7 months)
    Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with a
  • Waddell Reed
    District Manager
    Waddell Reed
    Jan 2011 - Sep 2016 (5 years 9 months)
  • Edward Jones
    Financial Advisor
    Edward Jones
    Jan 2008 - Jan 2011 (3 years 1 month)
Education verified_user 0% verified
  • Saïd Business School University of Oxford
    Oxford Executive Leadership Programme
    Saïd Business School University of Oxford
    Jan 2020 - Dec 2020 (1 year)
  • University of the Rockies
    Master of Arts, Leadership
    University of the Rockies
    Jan 2010 - Dec 2012 (3 years)
  • Colorado Technical University
    Bachelor of Science, Human Resource Management
    Colorado Technical University
    Jan 2001 - Dec 2007 (7 years)
  • Colorado Technical University
    Bachelor of Science, Business Administration
    Colorado Technical University
    Jan 2001 - Dec 2007 (7 years)
    • Certificate of Professional Communication
Projects (professional or personal) verified_user 0% verified
    This is a community-created genome.