Price Wealth Management team members have the CFP® and CTFA designations. These qualifications refer to four specialties within wealth management: financial planning, security analysis, investment fiduciaries, and trust administration.
- The CFP® designation is the most recognized credential in comprehensive financial planning.
- CTFA holders are expertly trained in trust and estate administration for private clients.
For clients of Price Wealth Management, the in-house expertise of CFP® and CTFA specialists is a key competitive advantage.
Craig Price | CFP®, CTFA, CEO
In 2008, Craig’s previous employer approved the name “Price Wealth Management” to describe Craig’s team approach to his clients. Craig’s interest in investing began at an early age with his father, Gary, talking about stocks at the family dinner table. In 1993, Craig decided to join his father in the industry at Prudential Securities and in 2000, they moved their growing investment practice to UBS. In 2008, Craig broadened the scope of services he offered in order to be a comprehensive wealth manager.
As a leader of the firm, Craig instills the mission “to care for each client of the firm, and to care for their financial well-being as we would want to be cared for ourselves.” Practicing Florida financial planning and investment management to include pre-retirement income planning, estate planning, generation gift planning and strategic philanthropy and social impact analysis, Price Wealth Management act as fiduciaries of client wealth. Craig’s business philosophy is, “We endeavor to earn returns, not just for our clients, but through personal and corporate giving, to produce human and social returns for our community and the world at large.”
Involvement in the community is a priority for Craig and his family and the firm. He has served on multiple community boards over the years and previously served as Treasurer of Light of the World Charities. When he is not working and serving the community, Craig enjoys gardening, running and the arts.
Darla Cederberg, MBA, Registered Representative
Director of Client Services
Darla brings more than a decade of experience in the financial services industry to Price Wealth Management. Her interest in the industry peaked back in the 1980’s by watching “Wall Street Week in Review” with Louis Rukeyser. Darla joined Price Wealth Management in 2016 when Craig made the decision to structure the firm as an independent Registered Investment Advisor operating under a fiduciary duty to always make decisions in the client’s best interest. As Director of Client Services and a registered representative, Darla is committed to providing clients with attentive, personalized and intelligent long-term assistance in meeting their financial goals. Her goal, and the goal of the firm, is to serve clients as she would want to be served.
She is very involved in the community and served as a board member at the Samaritan Center For Boys and is still an avid supporter. She is an outreach representative at St. Mary’s Episcopal Church in Stuart, Florida where she attends with her husband, who is the Rector, and four children.
Marketing and Technology Liaison
Christina joined Price Wealth Management in May, 2016 as their Client Relations and Technology Liaison. She ensures that clients are taken care of when they arrive, sets client appointments, manages social media accounts, outbound marketing, coordinates community outreach and client events. With over 11 years of customer service and hands-on learning experience, Christina prides herself on her hard work, positive attitude and ambition. She loves working with people, being part of a team, utilizing her skills and experience, as well as gaining valuable experience along the way.
Christina began her career in banking as a Relationship Associate with Town and Country Bank. Then she was adopted into the Customer Expert department within the same bank where she focused heavily on internal and external customer service, online technology support, and online account operations. She worked there until she made the decision to move to Florida to pursue a life near the ocean where she joined the Price Wealth Management team.
Christina is a graduate of Lincoln Land Community College, with a solid customer service career. She was born and raised near Springfield, Illinois. She moved to Stuart, Florida, with her husband, Matthew and her sister, Kiana. They have two dogs, Toto and Ruby. They all enjoy the beach and warm weather.
Advisory services offered through Hayden Royal LLC, an SEC-registered investment advisory firm. Price Wealth Management may only conduct business with residents of the states for which they are properly registered.