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Who We Are

Craig DuVarney strives to bring a combination of success and determination to his career as a Certified Financial Planner practitioner. While a student in junior high school he recognized two things: that he wanted to become a financial planner, and that he would need to find a way to pay for his education. The solution was Tri-State Sportscards, a baseball card business Craig and his father founded to help fund his college education. Demonstrating an early acumen for business, Craig succeeded in funding 60% of his education through this enterprise. DuVarney Family

Since beginning his career as a Financial Planner, Craig has quickly established himself as a rising star. He was selected 1999 Rookie of the Year by the Worcester Association of Life Underwriters for outstanding achievement within the financial services industry. Craig is also a five-time qualifying member of the Million Dollar Round Table (MDRT), and a two-time member of the prestigious MDRT "Court of the Table", based upon his outstanding product knowledge and client service. MDRT is an association of life insurance and financial services advisors. Craig is one of only six people in New England to acquire the ChFEBC (Chartered Federal Employee Benefits Consultant) designation. In 2005, the Boston Society of Financial Service Professionals voted Craig the winner of "Boston's Best Financial Plan".*  In October 2009 Craig was informed that he had been named a "2010 FIVE STAR Wealth Manager - Best in Client Satisfaction" by Boston magazine.*  The award will be published in the February 2010 edition of the magazine.

Craig also participates in a variety of speaking engagements and interviews. For the past five years Craig has been a guest professor in the Boston University CFP Program, educating future financial planners. Craig has also spoken to such groups as the Boston Office of the U.S. Department of Labor, the Professional Airways Systems Specialists of New England (PASS), Framingham State College, Brandeis University, and the Whittier Rehabilitation Hospital. In 2009 the Financial Planning Association asked Craig to speak at their 2009 Business Solutions Conference in Chicago, IL in a session about how he has used technology solutions to build his office infrastructure. Craig is also a contributor to such publications as the Wall Street Journal, SmartMoney Magazine, Boston Globe, Dow Jones Newswire, MSN Money, Yahoo! Finance, Investment News, On Wall Street, Registered Rep magazine, Technology Tools for Today (T3) Newsletter, and Bank Investment Consultant magazine.

Most revealing about the professionalism, sense of dedication and quality of service he provides, is the fact that Craig’s business has been growing quickly and steadily through the many referrals he has received from satisfied clients who recommend him to friends, family members, and fellow business associates. Craig attributes his success in business to his strong work ethic, and to the values instilled in him by his parents.

Craig resides in Ayer, MA and enjoys hiking, photography, and spending time with his wife Joanne and two children Sam and Jill.
©2010 Craig DuVarney, CFP™. All rights reserved.

Crescendo Business Services conducted independent research to find the best in client satisfaction Wealth Managers. This award is given to just 7% of all professionals within a specific industry and market area. Only wealth managers with five years of experience in the financial services industry were considered. Wealth Managers do not pay a fee to be included in the research or the final list. Next each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (the Financial Industry Regulatory Authority) and other regulatory agencies. For additional information regarding the criteria and methodology used to determine these rankings please visit http://www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

CFP™ and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Advisory services offered through Craig DuVarney, CFP ™, a registered investment advisor licensed in the state of Massachusetts. As such, these services are strictly intended for individuals residing in MA.

Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. In this regard, this communication is strictly intended for individuals residing in the states of MA, NH, ME, RI, NY, PA, FL, NC, SC and CA. No offers may be made or accepted from any resident outside the specific states referenced. 3 Centennial Drive Peabody, MA 01960 (978) 977-4757