Professional Summary
Professional Overview
Craig Barnwell is the Owner and Retirement Plan Specialist at CB Financial Advisors, a role he has held since 2004. He brings over 30 years of experience in the financial services industry, with a strong focus on retirement planning and wealth management.
Experience Summary
Current Role
As the Owner and Retirement Plan Specialist at CB Financial Advisors, Craig is responsible for providing comprehensive financial planning and investment management services to clients. He works closely with individuals, families, and small businesses to develop personalized strategies that address their unique financial goals and needs. Craig's expertise includes retirement planning, asset allocation, tax optimization, and risk management.
Under Craig's leadership, CB Financial Advisors has established a reputation for delivering exceptional client service and achieving consistent investment performance. He has played a pivotal role in growing the firm's assets under management and expanding its client base throughout the Emporia, Kansas region.
Career Progression
Prior to founding CB Financial Advisors, Craig served as an Insurance Agent at Prudential Financial from 1991 to 2004. In this role, he developed a deep understanding of insurance products and their integration into financial planning strategies. Craig's ability to translate complex financial concepts into actionable recommendations has been a key driver of his success throughout his career.
Academic Background
Craig holds a Bachelor of Science (BS) in Education from Emporia State University. He has also completed coursework at Ottawa University and Allen County Community College, further enhancing his financial acumen and client-focused approach.
Areas of Expertise
- Retirement planning and wealth management
- Asset allocation and portfolio construction
- Tax-efficient investment strategies
- Risk management and insurance solutions
- Client relationship management and financial education
Professional Impact
Throughout his career, Craig has been an active contributor to the financial services industry. He has participated in industry events, sharing his insights and best practices with fellow professionals. Moreover, Craig's commitment to client success has earned him a loyal following, with many of his clients referring friends and family members to his practice.
Conclusion
With his extensive experience, strong technical expertise, and client-centric approach, Craig Barnwell is a respected financial advisor who is dedicated to helping his clients achieve their long-term financial goals. As the Owner and Retirement Plan Specialist at CB Financial Advisors, he continues to drive the firm's growth and solidify its position as a trusted partner in the Emporia, Kansas community.
