Craig Cayford
Managing Director at Fulcrum Partners LLC | Beaverton, Oregon, United States
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As Managing Director at Fulcrum Partners LLC, Craig E. Cayford leverages over 35 years of extensive experience in the retirement planning sector, specializing in both qualified and nonqualified retirement plans for large, publicly traded corporations. His deep understanding of complex financial solutions allows him to distill intricate concepts into straightforward strategies that resonate with clients. This unique ability to simplify the complexities of estate planning, defined benefit plans, and ERISA compliance has made him a trusted advisor to organizations seeking innovative retirement solutions.
At Fulcrum Partners, Craig leads key projects that focus on strategic planning and succession planning, ensuring that clients are well-prepared for the future. His expertise extends to life insurance and fixed annuities, enabling him to craft comprehensive retirement strategies that align with each organization’s unique goals and financial landscape. Craig’s commitment to fostering long-term relationships is evident in his hands-on approach, where he collaborates closely with clients to understand their specific needs and challenges.
In addition to his technical skills in securities and investments, Craig is known for his thought leadership within the industry. He frequently shares insights on best practices in retirement planning, helping organizations navigate the evolving regulatory environment while maximizing their retirement benefits. His dedication to client success and his ability to translate complex financial jargon into actionable plans make Craig a valuable asset to any organization looking to enhance its retirement offerings.
Managing Director at Fulcrum Partners LLC in January 2011 to Present
Lead Consultant at Clark Consulting in January 1995 to January 2011
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Executive Pay
Retirement
Employee Benefits
Estate Planning
Defined Benefit
Securities
401k
Insurance
Series 63
Retirement Planning
Pensions
ERISA
Life Insurance
Investments
Strategic Planning
Disability Insurance
Deferred Compensation
Series 6
Strategic Financial Planning
Succession Planning
FINRA
Fixed Annuities
Asset Allocation
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What is Craig Cayford email address?
Email Craig Cayford at [email protected] and [email protected]. This email is the most updated Craig Cayford email found in 2026.
What is Craig Cayford phone number?
Craig Cayford phone number is +15703012446 and +15709511499.
How to contact Craig Cayford?
To contact Craig Cayford send an email to [email protected] or [email protected]. If you want to call Craig Cayford try calling on +15703012446 and +15709511499.
What is Craig Cayford net worth?
Craig Cayford has an estimated net worth of -$2,499 to $2,499
What company does Craig Cayford work for?
Craig Cayford works for Fulcrum Partners LLC
What is Craig Cayford's role at Fulcrum Partners LLC?
Craig Cayford is Managing Director
Craig Cayford Email Addresses
Craig Cayford Phone Numbers
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