Prior to founding Seawall Financial, Craig managed the Life Insurance Consulting practice at Deloitte. Craig reviewed and assembled large life insurance portfolios for private and corporate clients. Advisors welcome the technical knowledge and consultative approach we offer.
Craig worked as an executive at a life insurance company where he handled advanced sales and product development and served as a member of the firm's Product Steering Committee.
Craig graduated from Tufts University and has a Master's in Business Administration. He also maintains several professional designations including Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).
Craig Wilkey is the Managing Director of Seawall Financial LLC. Craig is a nationally recognized expert in his field and co-authored a book for planning professionals entitled Life Insurance--A Practical Guide for Evaluating Life Policies (BNA #827).