903 N. Main Street
Rochester, MI 48307
@Aspen Wealth Management Login
Craig W. Bastubabegan 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.
@Aspen 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
Accredited Investment Fiduciary, (AIF)
The Wharton School, Retirement Planning Specialist Designation
Five-Star Wealth Manager
Qualifying Member MDRT since 2006
Broker Securities License Series 7
Life and Health Insurance Licensed
Equitable Advisors - Broker Dealer
Hall of Fame
National Leaders
Centurion Awards
Circle of Excellence
Memberships
- National Association of Insurance and Financial Professionals
- Sterling Heights Regional Chamber of Commerce and Industry
- Supporter of Numerous Non-Profit Organizations
- USA Hockey