Craig W. Bastuba
Partner
Craig W. Bastuba, AIF®
Partner
Craig W. Bastuba, AIF®
began his financial service career with Equitable Advisors in 2003. As a Financial Consultant, he helps clients design and manage both personal and corporate financial strategies.
Besides building sound financial plans, he strongly believes in establishing honest and long-lasting relationships with his clients. Craig assists in keeping clients focused on the long-term, rather than being distracted by what happens in a short-term market. Craig advises clients on investments, asset protection, wealth management platforms, wealth preservation and corporate retirement plans. He is focused on being a good listener and enthusiastically subscribes to the @Aspen philosophy of putting the client's needs first.
Craig prides himself in maintaining a strong sense of community! This sense of being active within the local community holds a solid professional foundation, which is very important to him. His community activities and professional affiliations include membership in the Sterling Heights Regional Chamber of Commerce and USA Hockey. Craig is a former youth hockey coach and an active adult hockey player. Whenever he is able to find spare time and the weather permits, you will find Craig an avid boater, on the water with his family and close friends. He presently resides in Rochester with his wife Laura, his son, William, and their dog, Oscar.
is a financial, retirement, business and estate planning strategies firm with offices in Farmington Hills, Troy, Port Huron, Grand Rapids, and Rochester, Michigan. With over 150 years of combined service, we are a recognized leader in the personal and corporate financial services industry. We work by helping both personal and business clients to identify specific financial goals for retirement, business continuity, and estate plans. By using tax advantaged investment strategies, benefit plans, planning techniques and investment products, we assist in creating and implementing plans that will help our clients to achieve their long-term objectives.
CA Insurance License Number: 0K48483
Credentials
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Accredited Investment Fiduciary, (AIF)
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The Wharton School, Retirement Planning Specialist Designation
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Five-Star Wealth Manager
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Qualifying Member MDRT since 2006
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Broker Securities License Series 7
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Life and Health Insurance Licensed
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Equitable Advisors - Broker Dealer
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Hall of Fame
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National Leaders
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Centurion Awards
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Circle of Excellence
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Memberships
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National Association of Insurance and Financial Professionals
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Sterling Heights Regional Chamber of Commerce and Industry
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Supporter of Numerous Non-Profit Organizations
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USA Hockey
Craig's Assistants
Disclaimer
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
California Insurance License #: 0K48483
Securities
and investment advisory services
offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.