Craig Eppy is a Director of Operations and Special Care Planner at Levanti Wealth, focusing on comprehensive financial planning for families, professionals, and the special needs community. A graduate of the University of Central Floridas College of Business, he is passionate about turning difficult financial conversations into relatable, achievable goals for his clients.
Deeply engaged in his community, Craig is a co-founder of "Sons of Bosses" and serves on the board of the Young Leaders Division for the Broward Jewish Federation. He also volunteers with the ARC Broward Business Advisory Committee and serves as Treasurer for the Unicorn Village Academy, a school for students with special needs.
He has a distinct ability to help families with a loved one with special needs, connecting them to resources that help secure their future.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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