Craigen Schoen, CFP®
Craigen is an asset manager in the Upstate with more than $250 million in client assets. He has over 30 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional. Craigen graduated from Furman University with a B.A. in Business Administration. He began his financial career with Ron Blue and Company in Atlanta, back when fee-only financial planning and investment management was a fairly new concept. He soon joined Smith Barney in 1990, where he worked for 17 years, becoming Vice President of Investments. Craigen was then hired by Morgan Keegan, now Raymond James, in 2007, where he has become Managing Director of Investments and achieved both President’s Club (2016) and Chairman’s Council (2015) distinction*. Craigen was recognized by Forbes magazine as one of the state’s best Wealth Advisors. The Best-in-State Wealth Advisors List placed Craigen as a top advisor in South Carolina in 2018, 2019, 2020 and 2021.**
Craigen offers comprehensive investment management services, including capital management, retirement planning, estate and legacy planning and risk management. He fully understands his clients’ goals and objectives, helping to make sure they can be accomplished and managed with limited risk all while giving his clients confidence in their future. Craigen also works with his clients’ tax advisors and estate attorneys to help coordinate a complete financial plan.
In his leisure time, he enjoys playing golf and is an avid sports fan. He especially loves following his sons’ sports and activities. He coached youth baseball for over 15 years. He currently serves as chairman of the Greenville Young Life Committee, a ministry that reaches teenagers for Christ. He is an active member of Fellowship Greenville Church. He lives in Greenville with his wife, Cindy, and they have three sons, Briggs, Parks, and Heath.
Craigen loves working with his clients and feels blessed to serve in this industry.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.
**The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Raymond James & Associates, Inc. is not affiliated with the above independent organizations.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.