Craig Jaffe, CFP®
Managing Director
Craig serves as the Managing Director of the Boca Raton office of United Capital Financial Advisors, where he assumes a leadership role in guiding the office and shaping its strategic direction. With experience across various domains of financial planning, including retirement planning and portfolio management, Craig is dedicated to crafting tailored solutions that align with his clients' objectives and goals.
Beyond managing finances, Craig's mission is to forge deep connections with his clients, delivering a personalized experience that prioritizes their needs and aspirations. With over 15 years of experience in financial services, Craig has honed his skills in nurturing enduring client relationships.
Craig is a proud alumnus of West Virginia University, where he earned a Bachelor of Science degree in Business Administration with a major in Finance. His dedication was further underscored when he obtained his CERTIFIED FINANCIAL PLANNERTM certification in February 2011.
Residing in South Florida with his wife Emily and sons Carter and Dylan, Craig finds joy in pursuits such as golfing, skiing, and exploring new destinations with his family.
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