Craig McLane - McLane Financial Services
Craig McLane - McLane Financial Services

Craig McLane - McLane Financial Services

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Introduction: Craig McLane is a CFP®, ChFC®, CLTC® who graduated from The College of William and Mary with a B.A. in Public Policy and a minor in Economics. As a high school and collegiate baseball player, he learned the value of working together on a team to achieve successful outcomes and win! Craig’s purpose is to live his best life and help others live their best life, specifically in terms of strong, financial health, so he and his clients can care for generations to come. He is committed to and passionate about building his knowledge and expertise in financial planning so he can better serve clients who put their trust in him. After three years as an advisor with Northwestern Mutual, Craig left his hometown of Richmond, VA and moved to Boca Raton, FL in January of 2020 where he can enjoy scuba diving on a regular basis. Craig is proud to serve clients in 30 states and counting! He enjoys spending time with his energetic Labrador Retriever Leo, slowly improving his golf game, and exploring the ocean. Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.

Hired 2 times

Serves Boca Raton, FL

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2 employees

7 years in business

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Customers rated this pro highly for professionalism, work quality, and value.

Exceptional 5.0

8 reviews


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Will G.
Jan 20, 2023
Working with Craig has been nothing but exceptional. He does a great job explaining the process and what goes into finincial planning.
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Andrew G.
Jan 11, 2023
I've known Craig for a long time now - he and his team have done a great job not only helping plan out my short, mid, and long term goals but being able to quickly pivot with solutions when obstacles arise. I feel confident that my financial well being is in good hands with Craig and look forward to continuing that relationship.
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Madison S.
Jan 11, 2023
Craig‘s expertise is truly unmatched! His knowledge, attention to detail and efficiency makes for the best financial planning no matter your circumstance
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Kathryn M.
Jan 11, 2023
Craig offers a professional, proactive, and thoughtful level of service that I have not found elsewhere. He took the time to get to know me, so I trust him to help me determine and meet my financial goals. He is friendly, communicative, and a pleasure to work with!
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Harry S.
Jan 11, 2023
Craig has been a great advisor for myself and family. I’ve been working with Craig since 2017 and recommended him to many of my friends. He’s very well versed with wealth planning and couldn’t recommend him more highly.

License Type: Broker (Securities) (FL)

License verified on 1/13/2023

Background Check

Craig Mclane


  • What education and/or training do you have that relates to your work?

    Fully Licensed in insurance (Life, Health, Disability, Annuities, & Long-term Care) Series 7 and 63 investment license Certified in Long-Term Care (CLTC)

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