Craig J. Schafer, CPA, CAP®, LUTCF

Senior Partner

(610) 440-0632
1847Financial
5290 W. Coplay Rd.
Whitehall, PA 18052

Licenses and Certifications:

  • Certified Public Accountant
  • Life Underwriting Training Council Fellow
  • Chartered Advisor in Philanthropy
  • Life and Health Insurance Agent
  • Series 6 Investment Company Products/Variable Contracts Limited Representative
  • Series 7 General Securities Representative
  • Series 63 Uniform Securities Agent State Law Examination
  • Series 65 Uniform Investment Advisor
  • Investment Advisor Representative
  • Insurance and Securities Licensed In:  Colorado, Delaware, Florida, Georgia, New Jersey, North Carolina, Oklahoma, Pennsylvania, West Virginia and Texas
  • Insurance Licensed in: Colorado, Michigan
  • Securities Licensed in:  Utah

Education:

  • Bachelor of Science – Pennsylvania State University
  • Graduated May 1986

Professional History:

  • 1847Financial – Senior Partner (2013 – present)
  • Independence Planning Group – Partner (2003 – 2013)
  • Craig J. Schafer and Company CPA – Owner (1991 – present)
  • Deloitte & Touche (1987 – 1991)
  • Maille, Falconiero and Company (1986 – 1987)

Past and Present Professional Organizations and Committees:

  • American Institute of Certified Public Accountants
  • DeSales University President’s Council
  • Dream Come True
  • Estate Planning Council of the Lehigh Valley – Board Member
  • Brian Dawkins and Jeremiah Trotter Burn Prevention Foundation Golf Tournament Committee Co-Chairman
  • KidsPeace Golf Tournament Committee Member
  • Kiwanis Club of Trexlertown – Past President
  • March of Dimes
  • Million Dollar Roundtable
  • Pennsylvania Institute of Certified Public Accountants
  • Philanthropy International
2018-12-05T14:26:58+00:00October 30th, 2018|

Main Office

161 Washington Street, Eight Tower Bridge, Suite 700, Conshohocken, PA 19428

Phone: 610.771.0800

Fax: 458 761-9562

Web: 1847financial.com