We offer a team approach to financial planning, delivering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Craig Popp understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique.
Craig graduated from the University of Minnesota Carlson School of Management in 2014 with an MBA in entrepreneurship. He completed his Bachelor’s Degree in Finance from St. Cloud State University in 2000. Craig currently holds Series 7, 9, 10 and 63 licenses.
Craig has earned the right to use the Chartered Financial Analyst® designation. The CFA charter is awarded to a very select group of investment advisers who have mastered a rigorous curriculum that requires hundreds of hours of study over at least three years and have passed three increasingly difficult levels of examination. He is a member of the CFA Institute and CFA Society of Minnesota.
Craig successfully completed the Chartered Retirement Plan Specialist (CRPS®) Designation Program through the College for Financial Planning. Graduates of the CRPS® Program must complete a specialized independent study course that provides a foundation for giving retirement planning advice to corporations and small businesses.
Before joining Raymond James as a financial advisor, Craig worked at RBC Wealth Management in Minneapolis, MN, for 15 years—where he served as a senior global manager research analyst. Craig was also a voting member of RBC Wealth Management’s Discretionary Investment Committee; the committee responsible for the management of the firm’s discretionary mutual fund portfolios.
Offering a wide range of investment services and alternatives, Craig is committed to helping you achieve your financial goals. Specializing in asset allocation and portfolio construction, he works with clients to design investment portfolios to help meet their individual needs. Craig offers a comprehensive array of investment alternatives tailored to the needs of each individual investor. These alternatives include stocks, bonds, separately managed accounts, and alternative investments. Whatever your needs, Craig will put you—and your needs—first.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.