Craig Yochum CFP®, CPFA®, AIF®
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Certified Plan Fiduciary Advisor® (CPFA®)
Accredited Investment Fiduciary® (AIF®)
Series 7 license; Series 66 license*
Life, Accident, and Health Insurance license
Craig began working at HB Retirement in 2016. He joined the company at the beginning of his career in the insurance and financial services industry. His areas of experience include financial planning for families and individuals, investment strategies, and corporate and governmental retirement plans. He studied economics at The Ohio State University. Craig lives southwest of Pittsburgh. He enjoys traveling, seeing new places, trying new foods, and taking his dog on hikes and kayaking trips.
*Craig holds the Series 7 securities registration with LPL Financial and the Series 66 with LPL Financial and HB Retirement.