Associate Wealth Advisor
Becca Craig, ABA, CFP®
Becca designs sound financial plans that challenge outdated financial frameworks and let her clients fearlessly engage their resources and embrace an abundance mindset. As her clients’ “financial advocate,” she loves making money work for her clients—not against them—so they can focus on the people, endeavors and causes they care about most.
Becca oversees team-based endeavors by efficiently managing processes, platforms and projects that together make up an exceptional client experience. She also collaborates with a deep bench of investment and planning specialists to implement comprehensive wealth management strategies for numerous clients.
Before joining Buckingham in 2019, Becca worked with Synergy Wealth Solutions as a Financial Planner, Wealth Management Advisor and Certified Family Business Specialist. She graduated from Washington University in St. Louis, earning a Bachelor of Arts degree with concentrations in Economics, Political Economy and Political Science. Becca is a CERTIFIED FINANCIAL PLANNER™ professional and holds an Accredited Business Accountant (ABA) designation from the Accreditation Council for Accountancy and Taxation® (ACAT). She volunteers with local advocacy organizations that support education reform, entrepreneurship, gender equity and animal welfare.
Becca is the Assistant Coach for the Parkway West High School Speech and Debate team and enjoys gardening, travel, meditation and yoga.