Craig Joseph, AIF ®
Craig had already established himself in a successful career as a chief financial officer when he was recruited into the financial services business in 1996. After several years in field management, he began looking into building his own financial services firm. In 1999 he launched his Toledo, OH-based firm, Equity Planning Group, Ltd. Craig’s primary focus is retirement plans, investment planning, and deferred compensation. His practice works with small businesses, business owners, and affluent individuals to provide them with customized investment asset allocation, estate planning, and retirement planning strategies. Craig is a graduate of The Johnson School of Management at Cornell University with a Master of Business Administration.