What is a Certified 401(k) professional? Administered by The Retirement Advisor University in collaboration with UCLA Anderson School of Management Executive Education. The C(k)P® Designation identifies individuals have demonstrated competency and experience in the retirement plan field, completed a rigorous and unique education course and have agreed to adhere to a code of conduct and ethics and complete 12 hours of continuing education training each year.
- For Clients
- For Advisors
- About
- Library
- Login
- Contact
-
Craig Belis C(k)P®
Vice President – Investments
CA License #0H37406
My Professional Approach
The cornerstone of my business? My clients. One thing I have learned in more than 15 years as an advisor is that no two clients are alike and the same goes for their investment plans.
I work hard every day to get to know them and to earn their trust. I recognize trust develops over time, but I begin the process by asking a lot of questions to understand my clients and the financial goals and objectives. I carefully listen to their answers and we work together to develop a financial approach that meets their needs. I’ll also touch base from time to time to see how things are progressing, discuss performance, and make changes as agreed.
My Background
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2018 as a financial advisor in the Reno office. I began my financial services career in 1995, and I’m passionate about helping my clients structure strategic investment portfolios that help meet their investment and personal goals with proper planning.
Outside of work, I enjoy spending time with my wife Erika and our children. I am also an avid snowboarder and scuba diver.
Education
- Binghamton University – Bachelor of Science, Environmental Science 1994
- CERTIFIED 401(k) professional
Phone 775-300-7560
Toll Free Phone 833-300-7560
Phone (Direct) 775-300-7560
Fax 775-300-7551
Check the background of this investment professional on FINRA’s BrokerCheck