Craig A.  Hyldahl, CFP® CDFA

Craig A. Hyldahl, CFP® CDFA

CERTIFIED FINANCIAL PLANNERTM practitioner

Phone: 732-326-5240
Fax: 732-326-5331
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.

 

* AXA 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 AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, offer investment advisory products and services through AXA Advisors, LLC, an investment advisor registered with the SEC, and offer annuity and insurance products through AXA 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 AXA Advisors or AXA Network.  PPG-129105 (8/17) (Exp. 8/19)

 

 

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