Craig A.  Hyldahl, CFP® CDFA

Craig A. Hyldahl, CFP® CDFA

Managing Partner

Office: 732-326-5240
E-mail:
 

I graduated from Gordon College in 1981 with a Bachelor of Arts degree in Economics/Business. Since my graduation, I have spent the last 37 years in the financial services industry focusing on the financial planning needs of divorcing couples, businesses and successful individuals.

 

I am a CERTIFIED FINANCIAL PLANNER professional (CFP®).  I also hold the Chartered Financial Consultant (ChFC), and a Chartered Life Underwriter (CLU), which are professional designations of the American College. In addition, I hold FINRA securities registrations Series 7, 63, 65 and I have my New Jersey Life and Health Insurance License.

 

Together with my business partner Robert Imparato, we founded R.I.C.H. Planning Group, LLC in 2001. While Robert focuses on wealth management, I focus on personal financial planning, long term care insurance, group and individual life, disability income and health insurance. R.I.C.H. Planning Group, LLC has offices in Woodbridge, Morristown and Wall.

 

I also hold the Certified Divorce Financial Analyst (CDFA) professional designation, awarded by the Institute for Divorce Financial Analysts™.

 

With the CDFA designation, I help divorcing couples determine the short term and long term financial impact of any proposed divorce settlement. I also provide valuable information on financial issues that are related to divorce, such as tax consequences*, pension plan division, continued health care coverage, and stock options.

 

* Equitable Advisors and its affiliates and associates do not provide tax, accounting or legal advice or services.  You should consult with your own tax and legal advisors regarding your particular circumstances.

CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Craig Hyldahl and Robert Imparato offer securities through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC, offer investment advisory products and services through Equitable Advisors, an investment advisor registered with the SEC, and offer annuity and insurance products through Equitable Network, LLC. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed.  R.I.C.H Planning Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. 

 

 


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

R.I.C.H. Planning Group, LLC.
90 Woodbridge Center Drive
Woodbridge, NJ 07095

R.I.C.H. Planning Group, LLC.
10 Madison Avenue
Morristown, NJ 07960

R.I.C.H. Planning Group, LLC.
1967 Highway 34
Building C, Suite 201
Wall, NJ 07719

R.I.C.H. Planning Group, LLC.
50 Division Street
Suite 501
Somerville, NJ 08876

is not owned or operated by Equitable Advisors, LLC or its affiliates.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck