Kailey Craig, Financial Advisor located in Simi Valley, CA

Financial Advisor
Kailey N Craig

CFP®, ChFC®
2655 First Street Suite 140, Simi Valley, CA 93065opens in a new window
New Client Waitlist
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Retirement Income Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

Personal Interests

  • Traveling
  • Volunteering
  • Spending Time with Family
  • Cooking

Team Members

  • Jennifer McCall
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(805) 306-9488

Fax

(855) 401-5946

Office Address

2655 First Street Suite 140
Simi Valley, CA 93065opens in a new window

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