About
Craig is a Senior Vice President and Financial Advisor who works primarily with high-net-worth individuals and families. He is known for building long-term relationships and helping clients improve their lives through thoughtful, integrated financial advice. His work combines traditional wealth management, retirement, estate, charity, business, and risk planning—with investment management and behavioral finance. This holistic approach helps clients gain clarity on what matters most and align their financial strategies with their values, priorities, and long-term goals.
Education
- BBA - Finance, Emory University
- MSF - Finance, Georgia State University
Awards
- 2017-2024 winner of “Five Star Wealth Manager” award (1)1
- 2026 Investment News 5-Star Wealth Management Team
Additional licenses and designations
- California Insurance License #0B97364
Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019, 2020, 2021, 2022, 2023 or 2024 FIVE-STAR Wealth Managers. Awarded 9/01/17 for the period of 12/30/16 - 7/14/17. Awarded 9/01/18 for the period of 12/29/17 - 7/24/18. Awarded 9/01/19 for the period of 12/10/18 - 7/23/19. Awarded 9/01/21 for the period of 11/30/20 - 6/25/21. Awarded 9/01/22 for the period of 12/13/21 - 6/10/22. Awarded 9/1/23 for the period 11/14/22 through 5/31/23. Awarded 9/1/24 for the period 11/14/23 - 6/10/24.
Resources from Craig Belisle
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation