financial advisor in Cincinnati Craig Unger
513.389.4204
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About me
It is my pleasure to serve the financial needs of people in the Western and Northern Cincinnati areas. My experience in the financial industry started in 2006 as a financial advisor. I hold a Bachelor of Business Administration degree in finance from Morehead State University, and in addition, I hold a Master of Business Administration degree in finance from the University of Kentucky.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
In my free time, I enjoy fitness, golf and traveling.
Area of focus
Investment planning
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Executive/trustee planning
Legacy planning
Goals-based wealth management
My offices
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated wealth professional, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank wealth specialists offer trust and estate and wealth management banking services while our U.S. Bancorp Investment professionals provide wealth planning, investments and insurance support.
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