Becca Craig ABA, CFP with Buckingham Strategic Wealth has a passion for helping people. Championing the role of both financial advocate and advisor, she enjoys making money work for her clients—not against them—so they can focus on the people, endeavors and causes they care about most.
As an associate wealth advisor, Becca directs team-based efforts by effectively managing client portfolios, advanced planning, processes and projects that together make up an exceptional, comprehensive wealth management strategy. In addition, Becca is most passionate about helping clients understand and creating plans for student loan repayment through proactive student loan management. Prior to joining Buckingham in 2019, Becca was a financial advisor at Synergy Wealth Solutions, a MassMutual agency and Guardian Life.
Becca received her bachelor’s of arts degree with concentrations in economics, political economy and political science from Washington University in St. Louis.
Becca Craig holds a CERTIFIED FINANCIAL PLANNER™ professional designation and the Accredited Business Accountant (ABA) designation from the Accreditation Council for Accountancy and Taxation® (ACAT).
Becca is an active St. Louis New Leaders Council Alumni Fellow (Class of 2019) and a member of the Estate Planning Council of St. Louis. In her free time, Becca volunteers with local organizations that support political engagement, entrepreneurship, gender equity, and animal welfare, and enjoys gardening, travel, and yoga.