Craig Garofolo
Craig joined Strategies for Wealth in May 2025, bringing over 32 years of experience in business and finance. He has a diverse background from working in several industries over the years, including: B2B sales, Directory Advertising, Internet Marketing, Market Research, Pharmaceuticals/Healthcare and Insurance and Investments.
Craig earned his bachelor’s from Pace University at their Pleasantville/Briarcliff campus in NY. Shortly after college, he was hired to work for Reuben H. Donnelley, now Yellow Book, selling yellow page advertising to local businesses.
Craig previously worked for HRA Research, now known as Healthcare Research & Analytics, to sell market research to pharmaceutical, biotech & medical device companies. He targeted the brand teams with whom he had face-to-face meetings. He also partnered with agencies who had solid relationships that he could leverage. HRA is known for their convention research, both qualitative and quantitative, but he also did custom research and sold many syndicated studies.
In 2011, Craig was hired by C&A Financial, an agency under Guardian. He continued his career within the financial industry as a broker with Certified Financial Services, another agency under Guardian from 2015-2024.
At Strategies, Craig plans to focus his practice on working with business owners and families. He wants to help them make sound financial decisions and realize that they are their best asset. His mission is to educate and inspire clients to move towards an improved level of overall financial balance.
Craig currently lives in Natick, Massachusetts with his wife, Jennifer and their three children. Craig is a parishioner at Christ Lutheran Church and an active member of the MetroWest Chamber of Commerce and NAIFA of Massachusetts. His family spends a lot of time with their CrossFit Community, where Craig has been a judge, coach and competitor. He also participates in the Spartan race and received his first trifecta in 2017. Craig loves to travel and spend quality time with friends and family.