Craig J. Schafer, CPA, LUTCF, CAP®

Licenses and Certifications:
Certified Public Accountant
Life Underwriting Training Council Fellow
Chartered Advisor in Philanthropy
Life and Health Insurance Agent
Series 6 Investment Company Products/Variable Contracts Limited Representative
Series 7 General Securities Representative
Series 63 Uniform Securities Agent State Law Examination
Series 65 Uniform Investment Advisor
Investment Advisor Representative
Insurance and Securities Licensed In:  Colorado, Delaware, Florida, Georgia, New Jersey, North Carolina,  Pennsylvania, and Texas
Insurance Licensed in: Colorado, Michigan
Securities Licensed in:  Utah

Education

• Bachelor of Science – Pennsylvania State University

• Graduated May 1986

Professional History

• 1847Financial – Senior Partner (2013 – present)

• Independence Planning Group – Partner (2003 – 2013)

• Craig J. Schafer and Company CPA – Owner (1991 – present)

• Deloitte & Touche (1987 – 1991)

• Maille, Falconiero and Company (1986 – 1987)

Past and Present Professional Organizations and Committees:

• American Institute of Certified Public Accountants

• DeSales University President’s Council

• Dream Come True

• Estate Planning Council of the Lehigh Valley – Board Member

• Brian Dawkins and Jeremiah Trotter Burn Prevention Foundation Golf Tournament Committee Co-Chairman

• KidsPeace Golf Tournament Committee Member

• Kiwanis Club of Trexlertown – Past President

• March of Dimes

• Million Dollar Roundtable

• Pennsylvania Institute of Certified Public Accountants

• Philanthropy International