Craig Muschko AIF©, CPFA®
Investment Advisor Representative, Accredited Investment Fiduciary, Certified Plan Fiduciary Advisor
With a passion for helping individuals and families achieve financial peace of mind, I serve as a trusted financial advisor to both high-net-worth clients and hardworking families seeking to build and preserve their wealth. My approach is centered on building lasting relationships, understanding each client’s unique goals, and developing tailored strategies to help them grow and protect their assets.
I hold the Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA) designations, which support my specialized work in the defined contribution retirement plan space. I work closely with plan sponsors to enhance participant outcomes, ensure fiduciary compliance, and deliver comprehensive retirement plan solutions. Just as importantly, I take pride in working directly with plan participants, guiding them to become retirement ready and continuing to support them throughout their retirement journey.
I’m a proud graduate of LaSalle University, and before entering the world of finance, I pursued a career in professional baseball. I was drafted as a pitcher by the Chicago Cubs and had the opportunity to play in the Professional League of Venezuela, an experience that taught me discipline, resilience, and the value of teamwork, all of which I bring to my financial practice today.
Outside of work, I’m a devoted husband to my lovely wife Melissa, and a proud father to our two daughters, Mila and Emma. Our family also includes Sport, our energetic and lovable mini Bernedoodle. When I’m not advising clients or spending time with family, you’ll likely find me on the golf course enjoying a round with friends.