Craig Hacker
Temple University
Tell me more about Craig Hacker?
Craig Hacker is a highly experienced financial advisor with over 36 years of expertise in investment management, estate and insurance planning services, and retirement planning. He is dedicated to helping clients grow and preserve their wealth through trust, professional advice, and impeccable service. Craig works closely with clients' attorney and tax advisors to ensure that all financial and legal issues are integrated into their wealth and estate plans. He is skilled in assisting clients with planning for their retirement, designing and implementing pension plans, and structuring split-funded benefits. Craig holds a B.S. in Accounting and an MBA in Finance. He is also actively involved in the North American Hunting Dog Association and has a passion for training and hunting with German Pointers, COZ, and DEX.
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About
I have more than 36 years of experience in investment, retirement, wealth transfer, and business succession planning for high-net-worth families, individuals and business owners. My mission is to help clients grow and preserve wealth over multiple generations. I build long term client relationships based on trust, sound professional advice and impeccable service. While I do not provide legal or tax advice, I work closely with client's attorney and tax advisors to help ensure that all financial and legal issues pertaining to clients are integrated into their wealth and estate plan. My process could be best described as goals-based wealth planning where I invest the time to thoroughly understand clients current and future financial position. I gather information about their entire financial picture and rank their most important goals from retirement, charitable, to education for children and grandchildren. I use Monte Carlo simulation to determine the probability of achieving their goals over their lifetimes. Holding the Chartered Retirement Planning Counselor™ designation., I have extensive experience in assisting clients with planning for their retirement, designing and implementing private pension plans, and structuring split-funded defined benefit plans for very high-income clients and their business partners. I structure life insurance plans not only for income replacement but also for business succession plans, executive benefit plans and for estate taxes using irrevocable trusts.I have a B.S. in Accounting from Penn State University and an MBA in Finance from Temple University. I am married with three children and live in Malvern, PA with my wife, Maribeth of 49 years. I am an active member or Paoli Presbyterian Church and very involved in the North American Hunting Dog Association. In my free time, I enjoy training and hunting with my German Pointers, COZ and DEX. And of course, my 6 grandchildren.
...See MoreWork Experience
Senior Financial Advisor | Vice President
Vice President | Senior Financial Advisor
Financial Services
Craig Hacker's Professional Milestones
- Vice President | Senior Financial Advisor (2004-02-01~): Guided clients to achieve their long-term financial goals, elevating their risk management strategies.
- Senior Financial Advisor | Vice President (2004-02-01~): Implementing strategic financial plans to drive business growth and expand market share.
Education
Masters
1976-01-01-1980-01-01Skill
Investment Management
Estate And Insurance Planning Services
Retirement Planning
Certification
Colleagues
Alok Tandon
Product Owner | Technical Business Analyst | Technical Project Manager | Certified Safe5 | Product Manager
Nick DiGiaimo
Owner
Patrick Jarin
Business Owner | Financial Advisor
Kirk Fleming Jr
Content Administrator | Certified Product Owner
Robert Alton
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Other Named Craig Hacker
Frequently asked questions
We found 5 Craig Hacker's email addresses
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Craig Hacker works for Merrill Lynch
Craig Hacker's role in Merrill Lynch is Vice President | Senior Financial Advisor
Craig Hacker works in the industry of Financial Services
Craig Hacker's colleagues are Alok Tandon,Nick DiGiaimo,Patrick Jarin
Craig Hacker's latest job experience is Vice President | Senior Financial Advisor at Merrill Lynch
Craig Hacker's latest education in Temple University