Phone: 480-284-6820
Fax:      480-284-6825
 

Craig J. Tolzman

Craig J. Tolzman

Vice President

Phone: 
480-284-6820 Ext. 4

Craig J. Tolzman is a Vice President of Schooner Financial Associates.  He began his financial planning career as a registered representative in 1991 after graduating from Arizona State University with a Bachelor of Science degree in Finance. Over the last 22 years Craig has helped clients achieve and maintain financial independence through a wide array of investment options and strategies.  He is an Investment Advisor Representative holding a Series 6, 7, 63, and 65 securities license as well as a Life Insurance, Variable Annuity, and Health Insurance License.

Craig’s love of investing began at age 18 when he opened his first brokerage account and began buying stocks with money earned while working part time during high school and college. Craig enjoys helping people save for retirement, children’s educations, new cars or homes, emergencies, and helping protect families through life insurance or long-term care coverage.

New clients are only accepted through referrals so that each client receives personalized attention and the benefit of Craig’s 22 years of experience.

Our Services

  • Retirement Planning
  • Educational Funding
  • Estate Planning            
  • 401k’s
  • TSA/403b’s
  • Investment Asset Management
  • Long-Term Care Insurance
  • Disability Insurance
  • Life and Health Insurance

Securities and Advisory services offered through Geneos Wealth Management, Inc.  Member FINRA/SIPC

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