Craig A. Bernard, CFP®, ChFC, CLU

Craig A. Bernard, CFP®, ChFC, CLU

Founder, Managing Partner

Craig is the founder and President of Madison Financial Planning. He has 35 years of experience within the financial services field working with both individuals and businesses. He is a graduate of Central Connecticut State University where he earned a degree in business administration. He is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Certified Life Underwriter (CLU) and an LPL Investment Advisor Representative.

Craig holds the following registrations with LPL Financial:

  • Series 7 General Securities
  • Series 24 Registered Principal
  • Series 63 Blue Sky
  • Series 65 Investment Advisor Representative
  • Life & Health Insurance

Craig is a member of The Financial Planner Association, Insured Retired Institute, Board of Directors Madison Rotary Club, and is currently serving on the Grove School (Madison CT) Advisory Board.

Previous service includes President Madison Chamber of Commerce, President Rotary Club of Madison, Board Chair VNA Community Healthcare in Guilford, Chairman Madison Ad Hoc Committee on Senior tax relief, Board of Directors Madison VNA, member Selectman’s Council for Youth Substance Abuse.

Craig is the recipient of the Madison Chamber “Community Improvement Award” & “Business of the Year”, “Best Financial Planner” on the Shoreline, and the Rotary International Paul Harris Award.

He lives in Guilford with his wife Carolyn.  They have three sons, Christopher, Devin, Hunter, and English bulldog Ziva.