Craig A. Bernard, CFP®, ChFC, CLU
Founder, Managing Partner
Craig is the Founder and Managing Partner of Madison Financial Planning. He has 40 years of experience in 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 several organizations including the Financial Planning Association, the Insured Retirement Institute, the Madison Rotary Club, and is currently serving on the Grove School (Madison CT) Advisory Board and is the Vice President of the Madison Chamber of Commerce.
Previous service includes President of the Madison Chamber of Commerce, President of the Rotary Club of Madison, Board Chair of the VNA Community Healthcare in Guilford, Chairman of the Madison Ad Hoc Committee on Senior tax relief, Board of Directors member of the Madison VNA and a member of the Madison Selectman’s Council for Youth Substance Abuse.
Craig is the recipient of the Madison Chamber “Community Improvement Award” & “2021 Business of the Year”, “Best Financial Planner” on the Shoreline, the Rotary International Paul Harris Award and Forbes Best-in State Wealth Advisor 2024, 2025.
He currently lives in Madison, CT and oversees the firms’ Nashville, TN office. He has three sons, Christopher, Devin, and Hunter.