On November 14th, Laura Mattia and Steve, welcomed more than 40 clients, and prospects to our new office in Sarasota at 3580 S. Tuttle Ave. Suite #140. They enjoyed hor d’oeuvres and listened to Laura and Steve present our views on market volatility and how Stonegate works to try to reduce it’s impact to our clients.
Laura, presented at a private wealth conference in Dallas TX, on September 9th 2019. The topic was: Navigating the Global Marketplace in an Era of Heightened Volatility. You may see the agenda here:
Here is a link to the conference:
OAKLAND, N.J. – July 25, 2018 – Dr. Laura H. Mattia, MBA, CFP®, CDFA®, has joined Stonegate Wealth Management, LLC as a Partner & Managing Director of Stonegate’s Sarasota Office. You may view the press release here:
The NAPFA Board of Directors has elected Stephen C. Craffen to the position of 2018-19 NAPFA National Chair. Steve will serve as Chair-elect until his term begins on September 1, 2018. He was first elected to the Northeast/Mid-Atlantic Region Board (NEMA) in 2008, and was elected 2013-14 NEMA Board Chair. In 2015, Steve was elected to the NAPFA Board of Directors. His election to the 2018-19 Chair position will allow him the opportunity to guide NAPFA into the future, and influence the financial planning profession as a whole.
Stonegate Wealth Management, LLC is pleased to announce that Firm Founder and Partner, Stephen Craffen has been appointed by the National Association of Personal Financial Advisors (NAPFA), to act as the President of the North East/Mid-Atlantic Region for the 2012/2013 fiscal year. In accepting this honor, Mr. Craffen will be leading the region of the United States with the largest NAPFA membership.
Mr. Craffen has been a member of NAPFA since 1998. He has served as a volunteer for NAPFA in many capacities over the years. Mr. Craffen has served as a member of NAPFA’s new Leadership and Development Committee for the National Board, helping to establish the procedures that will be used to select future National Board members and he has served on the Eastern Region Conference Committee for several years. He has also organized and helped to run a series of educational symposiums on the East Coast for the past three years. Additionally, Mr. Craffen was a study group director for NAPFA’s Eastern Region.
NAPFA is the nation’s premier organization of fee-only financial advisors. As a member of NAPFA, Mr. Craffen adheres to a strict code of ethics and has signed an oath stating that he will not accept commissions of any kind.
Mr. Craffen is looking forward to leading the North East/ Mid-Atlantic Division of NAPFA stating,
“I look forward to continuing my service to NAPFA and helping it maintain its role as leaders in the financial planning field.”
Craffen founded Stonegate Wealth Management in 1993. The firm became a fee-only firm in 1998 to provide its clients with the highest levels of financial planning and investment advisory services on a cost-effective basis and without product bias. The firm has $210 million in assets under management. Steve is a Chartered Financial Analyst (CFA) charter holder, recognized as a hallmark of excellence in securities analysis. A graduate of Stevens Institute of Technology (1977 BE), he also earned a Master of Business Administration from Rutgers University in 1983, and a Masters in Financial Planning in 1998 from the College for Financial Planning in Denver Colorado.
Partners in the firm include Craffen, Thomas J. Geraghty, CPA, CFP, and Craig R. Marson, CPA, J.D.
For Release 9 a.m. EDT, May 18, 2012
Annoucement: Stonegate Wealth Management’s very own Steve Craffen has been elected to serve on NAPFA’s Northeast Regional Board of Directors. We are very honored that he has received the opportunity to serve in such a position and very proud of his achievement.
Click here to view the entire election results.
Thomas Geraghty completed the Accredited Investment Fiduciary Analyst™ (AIFA). AIFA designees’ primary function is to perform or assist in, assessments of an Investment Steward’s, Advisor’s, or Manager’s conformance to a Global Fiduciary Standard of Excellence using fi360’s ISO-like procedure of assessment. AIFA designees possess the ability and knowledge to advise clients of deficiencies in investment processes. It is also the required mark to perform a CEFEX Fiduciary Certification, the independent recognition of a fiduciary’s conformity to all fiduciary Practices and Criteria.
Steve Craffen was elected to serve on NAPFA’s Eastern Regional Board. He will serve as study group director for the eastern region. Board members serve for a term of two years. Read his NAPFA Comprehensive Financial Manager Diagnostic.