Craig Findley
Founder and Chairman
Venture Visionary Partners
Based in Toledo, Ohio, Craig Findley is the Founder and Chairman of Venture Visionary Partners. He holds the Certified Private Wealth Advisor (CPWA®) certification, administered by Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business. As a Wealth Advisor, Craig has 30 plus years of experience.
Craig has been the recipient of numerous awards notably, his recognition by Forbes, being listed as America’s Top 250 Wealth Advisors for 2021, 2022, and 2023; Barron’s as a Top 1,200 Financial Advisor for 2009, 2010, 2011, 2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2022, and 2023; the Forbes Best in State Wealth Advisors List for 2018, 2019 , 2022, and 2023 as well as the 2019 Financial Times Top 400 Financial Advisors List. He also pioneered the first totally integrated benefits solution in the industry. Craig earned his bachelor’s degree from Hillsdale College and attended an exchange program at Oxford University.
Prior to going independent, and founding Venture Visionary partners, Craig was a Managing Director at UBS Wealth Management where he led and grew one of the largest and most successful teams in the firm. He was also the co-chair of the distinguished UBS Financial Advisor Advisory Committee (FAAC), which serves as the collective voice of the firm’s nearly 6,300 Financial Advisors.
Craig and his wife Amy live in Ottawa Hills, Ohio. They have four daughters Mallory, Molly, Mary, and Megan.