Broker Check
 
Craig J. Schafer, CPA, CAP®, LUTCF

Craig J. Schafer, CPA, CAP®, LUTCF

Senior Partner

Licenses and Certifications:

  • Certified Public Accountant
  • Life Underwriting Training Council Fellow
  • Chartered Advisor in Philanthropy
  • Life and Health Insurance Agent
  • Series 6 Investment Company Products/Variable Contracts Limited Representative
  • Series 7 General Securities Representative
  • Series 63 Uniform Securities Agent State Law Examination
  • Series 65 Uniform Investment Advisor
  • Investment Advisor Representative
  • Insurance and Securities Licensed In:  Colorado, Delaware, Florida, Georgia, New Jersey, North Carolina, Oklahoma, Pennsylvania, West Virginia and Texas
  • Insurance Licensed in: Colorado, Michigan
  • Securities Licensed in:  Utah

 

Education:

  • Bachelor of Science - Pennsylvania State University
  • Graduated May 1986

 

Professional History:

 

  • 1847Financial – Senior Partner (2013 – present)
  • Independence Planning Group - Partner (2003 - 2013)
  • Craig J. Schafer and Company CPA - Owner (1991 - present)
  • Deloitte & Touche (1987 - 1991)
  • Maille, Falconiero and Company (1986 - 1987)

  

Past and Present Professional Organizations and Committees:

  • American Institute of Certified Public Accountants
  • DeSales University President’s Council
  • Dream Come True
  • Estate Planning Council of the Lehigh Valley – Board Member
  • Brian Dawkins and Jeremiah Trotter Burn Prevention Foundation Golf Tournament Committee Co-Chairman
  • KidsPeace Golf Tournament Committee Member
  • Kiwanis Club of Trexlertown - Past President
  • March of Dimes
  • Million Dollar Roundtable
  • Pennsylvania Institute of Certified Public Accountants
  • Philanthropy International