Craig L. Splan, CFP®
As President, Craig oversees the day-to-day operations at Integrated Wealth. He also works very closely with our clients and their families to provide comprehensive guidance with a personal approach. Experience working with the Federal Reserve has given him keen insight into the shifting challenges in the financial industry, and their effect on personal wealth. Craig graduated from the University of Colorado in 1982 with a Bachelors degree in Economics. In 1985 he obtained his Certified Financial Planner designation. Craig joined Integrated Wealth in 1999, and became partner in 2005.