Craig Brueckner most enjoys his job when he can help our clients pursue their financial goals and set themselves up well for the future. In the past year, he has helped three business clients retire as well as helping employees learn to value and take a deeper interest in their retirement accounts. It is satisfying for him to see these employees utilizing their accounts for long-term needs rather than a short-term fix to immediate wants. Many of Craig’s friends were his clients first. To him it’s the best of both worlds – he gets to help people, and through the process, makes some incredible friends.
Craig lives on a Fresno golf course with his wife, Jackie, of over 30 years. Their son, Jake, is a professor at the Los Angeles School of Recording and his wife, May (Angeles), is a talented recording artist. Their daughter, Sydney, works for a large advertising agency and is married to an awesome young man named Evan, who treats her like a queen. Craig and Jackie are eagerly awaiting promotion to grandparents (No pressure kids!). In the meantime, they enjoy road-trip vacations, golfing, and visiting their kids.