Craig Jaffe, CFP®

Managing Director

Craig Jaffe is responsible for overseeing the strategic vision of the Boca Raton office of United Capital Financial Advisors. He brings a broad range of experience in all aspects of financial planning including retirement planning and portfolio management.

His mission is to understand his clients’ objectives, providing a personalized experience that goes beyond their finances, helping them achieve a financial plan that puts them first.

Craig began his career at United Capital Financial Advisors and has spent more than a decade cultivating long-lasting relationships with his clients.

He is a graduate of West Virginia University with a Bachelor of Science degree in Business Administration with a major in Finance. In February of 2011, Craig obtained his CFP® designation.

Craig resides in South Florida with his wife Emily and son Carter. He enjoys golfing, skiing and traveling with his family.

Ready to start a conversation? We’re here to listen.

Tell us about yourself at no cost or obligation.

  • An introduction to an advisor
  • A personal conversation
  • Your questions answered

"*" indicates required fields

ZIP Code*
This field is for validation purposes and should be left unchanged.