Stephanie Crago, CFP®, CLU®, ChFC®, RICP® in

Stephanie Crago, CFP®, CLU®, ChFC®, RICP®

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Financial Advisor at Northwestern Mutual
📍 Williamsburg, Virginia, United States

Stephanie Crago is a Forbes-ranked Financial Advisor and founder of Elise Wealth Partners, a Northwestern Mutual affiliate. An alumna of the University of Virginias Commerce School, she holds CFP®, ChFC®, and RICP® designations and specializes in serving military families and skilled professionals, mentoring new advisors within her firm.

Outside of her professional life, Stephanie enjoys international travel, fitness, and exploring new restaurants with her husband, Zachary. She is also committed to community involvement, supporting causes related to childhood cancer research and family support through her affiliation with Northwestern Mutual.

Her personal and professional mission is to live life by design, not by default, and to empower others to do the same.

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Experience
16 Years
Current Role
Financial Advisor
Location
Williamsburg, Virginia, United States
Personality Overview

How Stephanie shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Stephanie cares about

Military Family Finances
Her practice, Elise Wealth Partners, specializes in providing expert financial guidance to active and retired military families.
Retirement Income
Holds the Retirement Income Certified Professional (RICP®) designation, showcasing her expertise in creating sustainable retirement plans.
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Career

Work history

11-2014
Financial Advisor
Northwestern Mutual
6-2011 - 11-2014
Financial Representative, College Unit Director
Northwestern Mutual
5-2010 - 6-2011
Financial Representative Intern
Northwestern Mutual
5-2009 - 8-2009
Culinary Intern at Water Country
Anheuser-Busch InBev
5-2008 - 8-2008
Development Intern
Colonial Williamsburg Foundation
In the press

Media appearances

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Education
2007 - 2011
BS
University of Virginia, McIntire School of Commerce
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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