Craig Morgenstern
Newtown, Pennsylvania,United States
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Craig Morgenstern is a highly experienced wealth management professional, serving as a Managing Director and Partner at Parallel Financial. With two decades in the financial services industry, he specializes in providing comprehensive financial planning and investment advisory services to a select group of individuals, families, and business owners. Craig is dedicated to building strong, long-lasting client relationships founded on trust and objective advice, helping them navigate complex financial landscapes to achieve their long-term goals. His dual certification as a CFA charterholder and a CFP® professional underscores his commitment to the highest standards of financial expertise and ethical conduct.
Professional Summary
Craig Morgenstern's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
CFA Charterholder
Holds the Chartered Financial Analyst (CFA) designation, a globally recognized standard for measuring the competence and integrity of investment management professionals.
CFP® Professional
Certified Financial Planner™ (CFP®) professional, demonstrating expertise in comprehensive financial planning, including retirement, estate, insurance, and investment strategies.
Managing Director & Partner, Parallel Financial
Holds a significant leadership and ownership role at Parallel Financial, contributing to the firm's strategic direction and client service excellence.
Forbes Best-In-State Wealth Advisor
Recognized multiple times by Forbes as one of the top wealth advisors in the state of Georgia (e.g., 2021, 2022, 2023), highlighting his dedication and success in the field.
Educational Background
CFA Institute - Year 2010
B.S. Finance, B.S. Accounting
University of Maryland - Robert H. Smith School of Business - Year 2004
Manalapan, NJ
Manalapan High School - Year 2000
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Company Overview
C&NC&N, legally Citizens & Northern Corporation, is a financial holding company headquartered in Wellsboro, Pennsylvania. It operates primarily through its subsidiary, C&N Bank, providing a comprehensive range of banking and financial services. These include personal and business banking, wealth management, and insurance solutions to individuals, businesses, and governmental units primarily in Pennsylvania and New York. C&N is committed to community banking principles, focusing on customer relationships and local economic development.
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