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Steven Craig, CLU, ChFC, MSFS
Phone: (818)888-9037 Steven R. Craig began his career in financial services in 1983 and founded his first company, Craig and Associates, in 1991. After growing the firm to 19 employees with offices in Los Angeles and San Diego, Steve sold it in 1999. He then accepted an opportunity to be groomed as the next president of a major eastern life insurance company. As Managing Director of independent distribution, he was in charge of growing sales in new markets. When that company merged with another, Steve returned to Southern California and the entrepreneurial world he enjoyed so much.
Steve's long history of work with owners of closely held business has included executive compensation, retirement planning and estate planning. He has developed a reputation for working collaboratively with attorneys and CPAs on behalf of their clients on complex matters.
His professional education includes a Master of Science in Financial Services degree from the An experienced speaker, Steve has lectured to Renaissance Executive Forum, Vistage and similar groups of business owners and Senior Executives. He has also spoken to various groups of professionals, including attorneys, CPAs and financial planners, and has published numerous articles. A recent article “The Use of Nonqualified Structured Settlements in the Sale of Capital Assets” was published in the Journal of Financial Service Professionals and is considered the authoritative work on a new tax deferral method called the Structured Sale.
Steve has long been active in the financial services industry. He is past president of the San Fernando Valley Society of Financial Professionals. In the community at large, he is past president of the Van Nuys Rotary Club and has served on the board of a variety of non-profit organizations.
Steve heads up the SF Partners Life Insurance Division.
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