Stephen Craffen
Senior Vice President, Financial Advisor
CFA®, CFP®, CLU, ChFC
Contact Stephen
Team Office
Stephen’s Locations
Oakland, NJ 07436 (201) 347-3110
Sarasota, FL 34236 (941) 879-9290
About Stephen
Steve worked as an engineer for about 10 years before changing careers and joining Prudential. After a few years, he became disenchanted with the sales-oriented approach to delivering financial advice since it did not have the client’s best interests at heart and he believed strongly in the value of financial planning. In 1993 he left Prudential and founded a firm, which later became Atlas Fiduciary Financial, joining the National Association of Financial Planners (NAPFA) in 1998.
Steve feels so strongly about NAPFA and its mission to “fix” the way advice is delivered to consumers that he has been involved as a volunteer for many years in many roles, serving as eastern region chair and president and gradually rising through the ranks of governance until he was elected to the highest position, Chair of the National Board (2018-2019). NAPFA membership is a natural fit for us since we believe the client comes first and that providing detailed financial planning is key to the success of our clients.
Steve loves helping people organize the financial aspects of their lives and planning for their future whether it will be for early retirement, buying a second house or even just helping to provide a feeling of security in knowing that you can achieve your goals and dreams in life. He particularly likes to work with executives, professionals and business owners.
Steve’s hobbies include photography, cooking and sports cars. He stays in shape through weightlifting and karate (black belt, Shotokan). He enjoys playing with his 2 dogs; don’t mention them or you’ll have to see their pictures! He is married and has a 21-year-old daughter attending George Washington University.
Education
- Stevens Institute, BE, ‘77
- MBA, Finance
- MS, Financial Planning
Associations & Memberships
- Member, National Association of Personal Financial Advisors, (NAPFA)
- Served on NAPFA’s Northeast/Mid-Atlantic Region; past Chair (2013/2014) and past President (2012/2013)
- Past Chair of the National Board (2018-2019)
- Member, CFA Institute
- Member, New York Society of Securities Analysts (NYSSA)
Awards & Recognition
View All2026
InvestmentNews Top Financial Professionals (2026)
InvestmentNews
2025
AdvisorHub 250 RIAs to Watch (2025)
AdvisorHub
2025
InvestmentNews Top Advisors (2025)
InvestmentNews
2024
ThinkAdvisor Luminaries Awards Finalist (2024)
ThinkAdvisor
Newsroom and Resources
View All15 Wealth Enhancement Advisor Teams Named 2026 5-Star Wealth Management Teams by InvestmentNews
15 Wealth Enhancement Advisors Recognized in the InvestmentNews’ 2026 Top Financial Professionals Ranking
Atlas RMA 5 ThinkAdvisor Luminaries
Atlas RMA 1 - Building Portfolio Long Term
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
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