Craig Freund finds immense satisfaction in every aspect of his role as a financial advisor at Upstream Investment Partners. Each day brings new challenges, ensuring that his work is never dull. Craig thrives on these challenges, embracing them as opportunities to grow and better serve his clients. As a patient long-term investor, he prides himself on aligning clients' portfolios with their goals, helping them avoid poor short-term decisions that can derail their financial plans. Specializing in Retirement Income Planning, Craig is known for his professionalism, honesty, and punctuality.
Craig's greatest support has always been his wife, Tracy. Her unwavering belief in him has been a cornerstone of his career, from his early days cold-calling through the night to the significant milestone of starting their own business in 2010. Tracy's encouragement and partnership have been instrumental in Craig's journey, providing the foundation for his success and dedication to his clients.
At Upstream, Craig is committed to helping clients achieve their financial aspirations with integrity and care. His approach is centered on building lasting relationships and empowering individuals to make informed decisions that align with their long-term goals. Through his work, Craig continues to find fulfillment in guiding clients toward a secure and prosperous future.