Craig Seligman
Craig is a Co-Founder of Proactive Wealth Strategies, LLC. He has been practicing financial planning for more than 25 years and specializes in helping people who are either retired or nearing retirement. Craig is recognized as being especially knowledgeable on topics relating to tax strategies for retirement and investment management, as well as developing estate planning strategies to optimize wealth transfer.
Craig is an Investment Advisor Representative and a Registered Principal with LPL Financial, and he has a Series 7, 24, 63, 66 Securities registrations held at LPL Financial, as well as having his state Life and Health Insurance license.
Craig brings an abundance of emotional management experience to the Proactive Wealth Strategies team. He has over 25 years of experience in understanding his clients wants and needs and is able to communicate with them in a way that is easy to understand.
As a native Atlantan, born in Sandy Springs and a graduate of The University of Georgia, he and his wife, Tracy moved back to Sandy Springs in 2000. They currently enjoy living as empty nesters as their two children attend college. Craig enjoys all sports especially The Atlanta Braves and The Georgia Bulldogs. Go Dawgs!