Designations and Licenses

Craig is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Plan Fiduciary Advisor.

Experience and Education

Craig provides personalized wealth management solutions for affluent families, corporate executives and business owners. He works with clients to define their goals and values, and then designs, implements and monitors customized plans to help them reach those goals. In addition, he provides directional leadership to the advisors and associates in our Newport Beach office.

Prior to joining Mariner, from 1997-2022 Craig was president and chief investment officer of Walker Wealth, where he was responsible for discretionary portfolio strategy and management as well as all operational aspects of the firm.

Craig has a Bachelor of Arts degree from the University of California Irvine. He also is a graduate of the Investment Management Analyst Program at the Wharton School, University of Pennsylvania.

Personal Interests

Away from the office, Craig enjoys scuba diving, sailboat and car racing, running for fitness, travel, food and wine.