For more than two decades, Craig DuVarney has brought a unique combination of determination and success to his career as a Certified Financial Planner. While in junior high school, Craig realized that he wanted to become a financial planner and that he would need a way to pay for his education. The solution was Tri-State Sportscards, a baseball card business started by Craig and his father. Craig graduated with honors from Babson College as a double major in Investments and Economics, and the profits from his business paid for over 60% of his college education.
Upon beginning his career, Craig 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 in the insurance industry. For over a decade Craig has been one of only a few Certified Financial Planners in New England that is also a Chartered Federal Employee Benefits Consultant (ChFEBC). Craig was ranked #63 on Rep magazine's 2014 list of the "Top Next Gen Independent Broker-Dealer (IBD) Advisors". In 2015 through 2019 Craig was a member of the Royal Alliance "Royal Council" and in 2020 became a member of the "Royal Court". In both instances, Craig was one of Royal Alliance's top 120 advisors nationwide, based upon his production in each of the prior years.
Craig is passionate about financial planning and has engaged in a variety of speaking engagements and interviews. For the past fifteen years, Craig has been a guest professor in the Boston University CFP Program, educating future financial planners. Craig has also spoken to 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. 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. He has also been quoted in a dozen different publications, including the Wall Street Journal, Boston Globe, SmartMoney Magazine, Investment News, and Financial Advisor Magazine.
In 2020 Craig returned to Babson College to educate students about financial planning, both as a mentor and a speaker. He has been a guest lecturer in the undergraduate and graduate-level Personal Finance classes, and has served as a judge for the undergraduate student final presentations. In the Fall of 2020 Craig was also asked by the Babson College Cutler Investment Center to give a presentation to students on the Financial Planning career path.
Most revealing about his professionalism, dedication, and quality of service is the fact that the majority of Craig’s clients have been with him for over a decade, and are referrals from existing clients or other professionals. Craig attributes his success in business to his strong work ethic and the values instilled in him by his parents.
When Craig’s not working, he enjoys hiking the New Hampshire 4,000 footers and spending time with his wife Joanne and two children Sam and Jill.