Our Team
All advisors at Atlas Fiduciary Financial are distinguished as Certified Financial Planner (CFR®) Fee-Only Professionals, empowered with university degrees. Few firms can say that.
All five advisors at Atlas Fiduciary Financial are CFP® Fee-Only Professionals with university degrees. Few firms can say that. Three of Atlas’ team members also have MBAs, and two have Ph.D.s. Additional certifications include: CFA and CPWA®—both advanced certifications in investing— and the CLU and CHFC certifications in insurance.
Three of Atlas’ team members also have MBAs, and two have Ph.D.s. Additional certifications include: CFA and CPWA®—both advanced certifications in investing— and the CLU and CHFC certifications in insurance.
CEO + Founder Dr. Laura Mattia PH.D., MBA, CFP®
Decisions associated with financial planning and wealth management are often complex and stressful. Working with an experienced financial advisor who you know is looking out for you can ease that burden. Our team has the experience and knowledge to guide you towards reaching your goals, while keeping your best interests at the forefront of our recommendations.
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CIO + Senior Fee-Only Planner Stephen C. Craffen CFP®, CFA®, ChFC, CLU
Decisions associated with financial planning and wealth management are often complex and stressful. Working with an experienced financial advisor who you know is looking out for you can ease that burden. Our team has the experience and knowledge to guide you towards reaching your goals, while keeping your best interests at the forefront of our recommendations.
More About StephenWho We Are
Dr. Laura Mattia PH.D., MBA, CFP®
CEO + Founder
Stephen C. Craffen CFP®, CFA®, ChFC, CLU
CIO + Senior Fee-Only Planner
Greg Giardino CFP®, CPWA®
Lead Fee-only Financial Planner
Alison Hall CFP®
Financial Planning Director And Fee-only Planner
Rengan (KK) Krishnakumar CFP® Candidate
Fee-only Financial Planner
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Laura Mattia and Stephen Craffen, partners at Atlas Fiduciary Financial cover topics related to financial planning, investing and what to look for when you hire an advisor.
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Let’s Get Introduced
(941) 879-9290For those interested in speaking face-to-face, our offices allow for meetings in Southern Florida and Northern New Jersey. With the use of technology, we’re also able to serve clients locally and throughout the United States.
If you need some guidance or if you’re looking to take the next step in working with an experienced, dedicated advisor, simply fill out our contact form here, or schedule a meeting to get started.