Craig Milton, Financial Advisor located in Temecula, CA

Financial Advisor
Craig Milton

CFP®
33195 Temecula Pkwy Suite 3b, Temecula, CA 92592opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Professional Athletes
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Reading
  • Sports Enthusiast
  • Board Games
  • Movies & Entertainment

Team Members

  • Katie Goodwin
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(951) 587-0878

Fax

(877) 904-6385

Office Address

33195 Temecula Pkwy Suite 3b
Temecula, CA 92592opens in a new window

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