Craig Carnick (CFP®)

Craig Carnick focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

For more than three decades, our expertise in preparing comprehensive financial plans has distinguished our firm as one of the most competent in America! Today, financial planning continues to serve as the focus of everything we do. By comparing a client's current situation with their goals for the future, we can identify what client and advisor need to do to reach them. We examine each and every component of of a client's financial life: Investments, taxes, estate planning, risk management, loans, credit rating, cash flows, business agreements, retirement plans, funding for special projects and all other factors that affect the client's family. It may well be the first time all significant details of a person's finances have been organized in one comprehensive package! This analysis makes it possible for us to work together with our clients to create the road map which will guide them toward achievement of their financial and lifetime objectives

Additional Information

The founder and president of Carnick & Company, Craig Carnick, CFP®, has been providing sound financial counsel for over 30 years. Craig is a graduate of the College of Financial Planning in Denver, Colorado and received his Certified Financial Planner (CFP®) designation in 1979. Craig's acumen is recognized even outside his profession and he has been a frequent lecturer on financial matters. He has been quoted in articles in national periodicals including Money, Worth, The Wall Street Journal, Black Entrepreneur, Physicians' News, USA Today, Financial Planning and Barron's. Craig has also appeared on numerous radio and television segments addressing financial issues. For seven consecutive years Craig has been chosen by Worth magazine it its annual listing of The Best Financial Advisors in America. And in every publication of their listing of The 150 Best Financial Advisors For Doctors, Medical Economics has recognized Craig's expertise in his field. In a world where the term "financial planning" has become unnaturally blurred by those salespeople who are really in the business of selling financial products… and only use financial planning as a door opener to disarm the unwary prospect… Craig has earned a national reputation for excellence. Craig's focus is on comprehensive lifetime planning, the process of working with clients over the broad range of personal, financial, business, family and community.

NAPFA Start Date

September 19, 2008

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This Office

675 Southpointe Ct Ste 102 Colorado Springs, CO 80906-3887 Phone: (719) 579-8000 Fax: (719) 579-8010