About Craig Lodge, CFP®
Independent Financial Advisor
As a B. Riley Wealth financial advisor, I deliver comprehensive, fully customizable financial solutions by leveraging the capital markets services, sophisticated investment banking resources, award-winning proprietary equity research, and unique offerings available through our affiliates.
My approach to wealth management is process driven, and I take the time to learn as much as I can about you, your family, your business and your long-range financial goals. I have provided customized financial planning solutions to my clients since 2000, earning the CERTIFIED FINANCIAL PLANNER™ designation in 2008. I joined B. Riley Wealth Management in 2014 from UBS Financial Services.
Contact me today to learn more about my services and how I can help you and your family reach your financial goals.