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portrait of Kailey N Craig
FINANCIAL ADVISOR

Kailey N Craig

ChFC®
2655 First Street Suite 140, Simi Valley, CA 93065opens in a new window
New Client Waitlist
Serving clients with $1,000,000
CallSend Me a Message

About Kailey

Selecting the right financial advisor is a deeply personal decision. We recognize that it is important for you to find someone that you connect with and trust.

We are committed to listening intently to understand your dreams, goals and values. We will provide a safe and comfortable environment to share your personal and financial details. This allows us to give you a second opinion on your current financial picture, help you to reimagine your existing picture or even begin the process to build a new strategy.

We offer a wide variety of services to help you reach your goals from...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Retirement Income Strategies

Work History

  • Edward JonesMarch 2014 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®

Education

  • Univ of California-Los AngelesBachelor of Arts

Personal Interests

  • Traveling
  • Volunteering
  • Spending Time with Family
  • Cooking

Team Members

  • Jerri Taylor
    Sr. Branch Office Administrator
  • Jennifer McCall
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(805) 306-9488

Fax

(855) 401-5946

Office Address

2655 First Street Suite 140
Simi Valley, CA 93065opens in a new window

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