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Craig Expert
Connecting Advisors & Prospects - Forbes Ranked Financial Advisor
Craig Expert is a seasoned financial services professional with 13 years of experience, excelling in building a $230M AUM business through cold calling and lead generation.
Recognized by Forbes as a Best-In-State advisor for multiple years and a Top Next Generation advisor, Craig has a passion for helping people and achieving remarkable success in his career.
He founded Scoutvisor to revolutionize the way financial advisors connect with prospects nationwide, leveraging virtual meetings for more efficient and effective interactions.
Craig holds a Bachelor's degree in Economics from UC Irvine and has previously worked as a Private Wealth Manager at LPL Financial.
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Location
Newport Beach, California, United States
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