Craig Eppy in

Craig Eppy

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Financial Services Representative at Coastal Wealth, a MassMutual firm
📍 Miami-Fort Lauderdale Area, United States

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.

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Experience
15 Years
Current Role
Financial Services Representative
Job Level
Junior
Location
Miami-Fort Lauderdale Area, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Craig cares about

Special Needs Planning
Holds a Special Care Planner designation and actively works with the special needs community, serving as Treasurer for a special needs school and volunteering with related committees.
Financial Planning
As a Registered Representative, he focuses on creating holistic financial plans covering insurance, investments, and wealth building to help clients achieve their goals.
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Career

Work history

1-2012
Financial Services Representative
Coastal Wealth, a MassMutual firm
1-2012
Financial Services Representative
Levanti Wealth
1-2012
Registered Representative
MassMutual
1-2010 - 12-2010
Treasurer
Lambda Chi Alpha
8-2008 - 6-2009
Director of Operations
Soarin Scooters
In the press

Media appearances

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Education
2007 - 2011
Bachelor's degree
UCF College of Business
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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