Craig Haba,
CFP®, RICP®, CLTC® Managing Partner Wealth Advisor, RJFSCraig brings more than 25 years of business leadership, coaching, and wealth management experience to his work advising successful executives, business owners, and families. Drawing on both executive leadership experience and a deep understanding of the human side of wealth, he helps clients navigate important financial decisions while staying focused on what matters most.
Before founding the practice, Craig held executive leadership roles with organizations including GE, Tyco International, Covidien (now Medtronic), and several private equity-backed companies. These experiences provide valuable perspective on the opportunities and challenges facing today's business leaders and professionals.
Craig is a Certified Financial Planner® professional with advanced training in Behavioral Finance and Retirement Income Planning. He also holds certifications in Long-Term Care Planning, Six Sigma process improvement, and professional coaching, helping clients make complex financial and life decisions with clarity and confidence.
Craig is also the author of Beyond the Green: Building Wealth, Purpose, and Legacy Through the Wisdom of Golf, a book that explores lessons of purpose, resilience, personal growth, and intentional living. Inspired by experiences in business, family, health, and the game of golf, the book encourages readers to consider the legacy they are creating for future generations.
A graduate of Fairfield University and GE's Financial Management Program, Craig lives outside Boston with his wife, LeAnne, and their dog, Maggie. He is a proud father to Olivia, a nurse at Tufts Medical Center, and Alex, a Financial Advisor and Certified Financial Planner® professional. Outside of work, Craig enjoys boating, travel, golf, and spending time with family and friends.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
