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Craig Colley
Financial Strategist
Craig founded Coliday in 1981. Craig is a financial strategist, licensed Insurance producer and certified Social Security Advisor (Social Security Optimax & NSSA), AHIP Certified for Medicare Health Plans and former Marketing Director of a large USA based Banking, Financial and Insurance Company. His former career in the entertainment industry provides a unique insight for music/acting/modeling professionals. He is a professional keynote speaker/presenter with expertise in Asset Protection, Social Security, Medicare Health Plans and pre and post retirement planning.
Craig is a member of the Chamber of Commerce (since 2004), President of his HOA (20yrs.), former Executive Marketing Chairman for the Boys & Girls Clubs of America, served on the Senior Citizen advisory board for the City of Laguna Niguel and currently the Advisory Board Chairman for Precious Timber Investments.
CA Lic. #0I48609 | TX Lic. #2231474 | TN Lic. #2439585
Craig Colley
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CLIENT TESTIMONIALS
Great Retirement Plan!
“Craig, Thanks so much for all of your help. Since meeting you at your workshop we feel so much better about the future and our retirement. It’s lifted a heavy load off of our shoulders. Much appreciated and warm regards”.
Gracie S.
Monarch Beach, CA
Honest and Trustworthy!
“Craig is an honest and trustworthy professional, worthy of being the shepherd of your family's financial planning".
Dr. Mark M.
Laguna Niguel, CA
Easy Enrollment!
I contacted Craig to assist me in choosing a MAPD HMO Medicare Health Plan. We were able to review plans and benefits over the phone and an online ‘screen share’ meeting. After choosing and enrolling in a plan the Insurance card, booklet and info arrived in less than a week. I highly recommend Craig Colley to take care of your Medicare needs.
Micheal A.
Dana Point, CA