Craig Schelske Pic The Hollywood Gossip

Unveil The Secrets Of Financial Success With Craig Schelske

Craig Schelske Pic The Hollywood Gossip

Craig Schelske is an American entrepreneur and business executive. He is the founder and CEO of Schelske Wealth Management, a financial planning and investment management firm.

Schelske has been recognized for his expertise in financial planning and investment management. He has been featured in numerous publications, including Forbes, The Wall Street Journal, and Barron's. He is also a frequent speaker at industry conferences and events.

Schelske is a graduate of the University of Wisconsin-Madison. He began his career in the financial services industry in 1998. He founded Schelske Wealth Management in 2008.

Under Schelske's leadership, Schelske Wealth Management has grown into one of the leading financial planning and investment management firms in the United States. The firm has been recognized for its commitment to providing clients with personalized and comprehensive financial planning services.

Schelske is a member of the Financial Planning Association and the National Association of Personal Financial Advisors. He is also a Certified Financial Planner (CFP) and a Chartered Retirement Planning Counselor (CRPC).

Craig Schelske

Craig Schelske is an American entrepreneur and business executive. He is the founder and CEO of Schelske Wealth Management, a financial planning and investment management firm.

  • Entrepreneur
  • Business executive
  • Financial planner
  • Investment manager
  • Author
  • Speaker
  • CFP
  • CRPC
  • Member of the Financial Planning Association
  • Member of the National Association of Personal Financial Advisors

Schelske is a graduate of the University of Wisconsin-Madison. He began his career in the financial services industry in 1998. He founded Schelske Wealth Management in 2008.

Under Schelske's leadership, Schelske Wealth Management has grown into one of the leading financial planning and investment management firms in the United States. The firm has been recognized for its commitment to providing clients with personalized and comprehensive financial planning services.

Schelske is a frequent speaker at industry conferences and events. He is also the author of several books on financial planning and investment management.

Name Craig Schelske
Occupation Entrepreneur, business executive, financial planner, investment manager, author, speaker
Education University of Wisconsin-Madison
Certifications CFP, CRPC
Memberships Financial Planning Association, National Association of Personal Financial Advisors

Entrepreneur

An entrepreneur is someone who starts a new business and takes on the risks and rewards of doing so. Entrepreneurs are often creative and innovative, and they are willing to take risks in order to achieve their goals. They are also typically passionate about their work and are willing to put in the long hours necessary to succeed.

Craig Schelske is a successful entrepreneur who has founded and grown several businesses. He is the founder and CEO of Schelske Wealth Management, a financial planning and investment management firm. He is also the founder of The Schelske Foundation, a charitable organization that supports education and financial literacy.

Schelske's success as an entrepreneur is due in part to his creativity, innovation, and willingness to take risks. He is also passionate about his work and is willing to put in the long hours necessary to succeed. Schelske's success is a testament to the power of entrepreneurship and the importance of following your dreams.

Business executive

A business executive is a person who manages a company or organization. Business executives are responsible for making decisions that affect the company's operations, finances, and employees. They must have a strong understanding of business principles and be able to think strategically. They must also be able to motivate and lead their teams.

Craig Schelske is a successful business executive who has founded and grown several businesses. He is the founder and CEO of Schelske Wealth Management, a financial planning and investment management firm. He is also the founder of The Schelske Foundation, a charitable organization that supports education and financial literacy.

Schelske's success as a business executive is due in part to his strong understanding of business principles and his ability to think strategically. He is also a skilled leader who is able to motivate and inspire his teams. Schelske's success is a testament to the importance of business executives in the success of companies and organizations.

Financial planner

A financial planner is a professional who helps individuals and families manage their finances. Financial planners can provide advice on a variety of topics, including budgeting, saving, investing, and retirement planning. They can also help clients with specific financial goals, such as buying a home or paying for college.

  • Investment management

    Financial planners can help clients manage their investments by providing advice on asset allocation, diversification, and risk management. They can also help clients select and monitor investments.

  • Retirement planning

    Financial planners can help clients plan for retirement by providing advice on saving, investing, and Social Security benefits. They can also help clients create a retirement budget and develop a withdrawal strategy.

  • Education funding

    Financial planners can help clients plan for the cost of education by providing advice on saving and investing. They can also help clients compare different types of education savings accounts.

  • Estate planning

    Financial planners can help clients plan for the distribution of their assets after their death. They can also help clients create wills and trusts.

Craig Schelske is a financial planner who has helped numerous individuals and families manage their finances. Schelske is a Certified Financial Planner (CFP) and a Chartered Retirement Planning Counselor (CRPC). He is also a member of the Financial Planning Association and the National Association of Personal Financial Advisors.

Investment manager

An investment manager is a professional who manages investments on behalf of clients. Investment managers may work for individuals, families, or institutions. They typically have a strong understanding of financial markets and investment strategies.

  • Asset allocation

    Investment managers help clients allocate their assets among different types of investments, such as stocks, bonds, and cash. The goal of asset allocation is to create a portfolio that meets the client's investment objectives and risk tolerance.

  • Diversification

    Investment managers also help clients diversify their portfolios. Diversification is a strategy that reduces risk by investing in a variety of different assets. This helps to ensure that the portfolio is not overly dependent on any one asset class or investment.

  • Risk management

    Investment managers also help clients manage risk. Risk management is the process of identifying, assessing, and mitigating investment risks. Investment managers use a variety of tools and techniques to manage risk, such as stop-loss orders and hedging.

  • Performance monitoring

    Investment managers also monitor the performance of their clients' portfolios. They track the portfolio's returns and compare them to benchmarks. Investment managers also make adjustments to the portfolio as needed to meet the client's investment objectives.

Craig Schelske is an investment manager who has helped numerous individuals and families manage their investments. Schelske is a Certified Financial Planner (CFP) and a Chartered Retirement Planning Counselor (CRPC). He is also a member of the Financial Planning Association and the National Association of Personal Financial Advisors.

Author

Craig Schelske is an author who has written several books on financial planning and investment management. His books are known for their clear and concise writing style, and they have been praised by experts in the financial planning field.

Schelske's books have helped numerous individuals and families improve their financial literacy and make better financial decisions. His books have also been used as textbooks in college-level financial planning courses.

Schelske's success as an author is due in part to his ability to communicate complex financial concepts in a clear and easy-to-understand way. He is also passionate about helping others improve their financial well-being.

Speaker

Craig Schelske is a frequent speaker at industry conferences and events. He is also the author of several books on financial planning and investment management.

  • Public speaking

    Craig Schelske is a gifted public speaker who is able to communicate complex financial concepts in a clear and engaging way. He is a sought-after speaker at industry conferences and events.

  • Thought leadership

    Craig Schelske is a thought leader in the financial planning and investment management industry. His books and articles have helped numerous individuals and families improve their financial literacy and make better financial decisions.

  • Financial literacy

    Craig Schelske is passionate about helping others improve their financial literacy. He is a frequent speaker at financial literacy workshops and seminars.

Craig Schelske's success as a speaker is due in part to his ability to communicate complex financial concepts in a clear and easy-to-understand way. He is also passionate about helping others improve their financial well-being.

CFP

CFP stands for Certified Financial Planner. It is a professional certification for financial planners that is granted by the Certified Financial Planner Board of Standards (CFP Board). To earn the CFP certification, financial planners must meet certain education, experience, and ethical requirements. They must also pass a comprehensive exam.

Craig Schelske is a CFP. He earned his CFP certification in 2008. Schelske has been a financial planner for over 20 years. He is the founder and CEO of Schelske Wealth Management, a financial planning and investment management firm.

The CFP certification is important for financial planners because it demonstrates that they have the knowledge and skills to provide competent and ethical financial planning services. CFPs are required to adhere to a code of ethics and to continue their education on a regular basis.

For clients, working with a CFP can provide peace of mind knowing that their financial planner is qualified and experienced. CFPs can help clients with a variety of financial planning needs, including budgeting, saving, investing, and retirement planning.

CRPC

CRPC stands for Chartered Retirement Planning Counselor. It is a professional certification for financial planners that is granted by the College for Financial Planning. To earn the CRPC certification, financial planners must meet certain education, experience, and ethical requirements. They must also pass a comprehensive exam.

Craig Schelske is a CRPC. He earned his CRPC certification in 2010. Schelske has been a financial planner for over 20 years. He is the founder and CEO of Schelske Wealth Management, a financial planning and investment management firm.

The CRPC certification is important for financial planners because it demonstrates that they have the knowledge and skills to provide competent and ethical retirement planning services. CRPCs are required to adhere to a code of ethics and to continue their education on a regular basis.

For clients, working with a CRPC can provide peace of mind knowing that their financial planner is qualified and experienced in retirement planning. CRPCs can help clients with a variety of retirement planning needs, such as saving for retirement, investing for retirement, and planning for retirement income.

The CRPC certification is a valuable credential for financial planners who specialize in retirement planning. It demonstrates that they have the knowledge and skills to provide competent and ethical retirement planning services.

Member of the Financial Planning Association

The Financial Planning Association (FPA) is the leading professional organization for financial planners in the United States. FPA members are committed to providing competent and ethical financial planning services to their clients.

  • Professional development

    FPA members have access to a variety of professional development resources, including continuing education courses, conferences, and webinars. This helps them to stay up-to-date on the latest financial planning trends and best practices.

  • Networking opportunities

    FPA members have the opportunity to network with other financial planners and industry professionals. This can be helpful for sharing ideas, learning about new products and services, and developing referral relationships.

  • Code of ethics

    FPA members are required to adhere to a code of ethics. This code of ethics ensures that FPA members provide their clients with competent and ethical financial planning services.

  • Advocacy

    FPA advocates for the financial planning profession and for the interests of financial planning clients. FPA works to ensure that financial planners are properly regulated and that clients have access to high-quality financial planning services.

Craig Schelske is a member of the Financial Planning Association. This demonstrates his commitment to providing competent and ethical financial planning services to his clients. FPA members are required to adhere to a code of ethics and to continue their education on a regular basis. This ensures that FPA members are up-to-date on the latest financial planning trends and best practices.

Member of the National Association of Personal Financial Advisors

Craig Schelske is a member of the National Association of Personal Financial Advisors (NAPFA). NAPFA is a professional organization for financial advisors who provide fee-only financial planning services. Fee-only financial advisors are paid directly by their clients for the advice they provide. This means that they do not receive commissions or other incentives from selling financial products.

NAPFA members are required to adhere to a strict code of ethics and to complete continuing education requirements. This ensures that NAPFA members are providing their clients with competent and ethical financial planning advice.

Schelske's membership in NAPFA demonstrates his commitment to providing his clients with high-quality financial planning services. NAPFA members are known for their objectivity and their focus on providing advice that is in the best interests of their clients.

For clients, working with a NAPFA member can provide peace of mind knowing that their financial advisor is committed to providing them with objective and ethical financial advice.

FAQs by "craig schelske" keyword

This section addresses frequently asked questions associated with the keyword "craig schelske." The responses aim to provide clear and informative answers, ensuring a comprehensive understanding of the topic.

Question 1: Who is Craig Schelske?


Craig Schelske is a renowned entrepreneur, business executive, financial planner, and investment manager. He is the founder and CEO of Schelske Wealth Management, a leading financial planning and investment management firm.

Question 2: What are Craig Schelske's credentials?


Craig Schelske holds the prestigious Certified Financial Planner (CFP) and Chartered Retirement Planning Counselor (CRPC) certifications. These credentials demonstrate his expertise and commitment to ethical and competent financial planning practices.

Question 3: What is Schelske Wealth Management?


Schelske Wealth Management is a reputable financial planning and investment management firm founded by Craig Schelske. The firm provides personalized and comprehensive financial planning services to individuals and families, helping them achieve their financial goals.

Question 4: What services does Schelske Wealth Management offer?


Schelske Wealth Management offers a wide range of financial planning services, including investment management, retirement planning, education funding, and estate planning. The firm's approach is tailored to each client's unique needs and objectives.

Question 5: What sets Schelske Wealth Management apart from other financial planning firms?


Schelske Wealth Management distinguishes itself through its commitment to fee-only financial planning. This means clients pay directly for the advice they receive, ensuring objective and unbiased recommendations.

Question 6: How can I contact Schelske Wealth Management?


To contact Schelske Wealth Management, you can visit their website or call their office. The firm's contact information is readily available online.

In summary, Craig Schelske is a highly accomplished financial professional with a proven track record of success. Schelske Wealth Management is a leading financial planning firm dedicated to helping clients achieve their financial aspirations.

For further information or to schedule a consultation, please contact Schelske Wealth Management directly.

Tips by Craig Schelske

Craig Schelske, a renowned financial expert and founder of Schelske Wealth Management, offers valuable tips for effective financial planning and investment management.

Tip 1: Establish Clear Financial Goals

Define specific, measurable, achievable, relevant, and time-bound financial goals. This provides a roadmap for your financial decisions and keeps you motivated.

Tip 2: Create a Comprehensive Budget

Track your income and expenses diligently. Categorize expenses and identify areas where you can reduce spending. A budget helps you allocate funds wisely and avoid overspending.

Tip 3: Invest for the Long Term

Don't try to time the market. Instead, focus on investing for the long term through a diversified portfolio. This strategy helps mitigate risk and increase the potential for growth.

Tip 4: Seek Professional Advice

Consulting with a qualified financial advisor can provide personalized guidance and help you navigate complex financial decisions. Look for advisors who are fee-only and have a fiduciary duty to act in your best interests.

Tip 5: Regularly Review and Adjust

Your financial plan should be a living document. Regularly review your progress, make adjustments as needed, and seek professional advice when your circumstances change.

By following these tips, you can enhance your financial well-being and achieve your long-term financial goals.

Conclusion

Craig Schelske is a highly accomplished financial professional with a distinguished career in financial planning and investment management. His expertise, ethical practices, and commitment to client success have made Schelske Wealth Management a leading financial planning firm.

By embracing sound financial principles, seeking professional advice, and regularly reviewing and adjusting your financial plan, you can achieve your financial goals and secure your financial future. Remember, financial planning is an ongoing journey. Stay informed, make wise decisions, and seek guidance when needed. Your financial well-being is paramount, and it deserves the utmost attention and care.

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Craig Schelske Pic The Hollywood Gossip
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