Craig Moore, CFP®, CIMA®, CLU®, CPWA®, ChFC®, MSF

Independent Branch Leader and Financial Consultant

+1 813-371-2910

Financial credentials

  • Certified Investment Management Analyst®
  • Chartered Life Underwriter®
  • Certified Private Wealth Advisor®
  • Chartered Financial Consultant®
  • Master of Science in Finance
  • Series 6, 7, 63 Securities Licenses
  • Life & Variable Annuity Insurance License


27 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2024-present
  • Regional Vice President, MFS Investment Management, 2021-2023
  • Regional Vice President, Nationwide Financial, 2007-2021
  • Regional Vice President, Sun Life / MFS Investment Management, 2001-2007


  • Masters of Science, Strategic Studies, Army War College
  • Masters of Science, Finance, Boston College
  • Bachelor's Degree, Business Administration, University of New Hampshire

Personal interests and affiliations

  • Veterans of Foreign Wars

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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