Biography

Chas Craig is a native Tulsan who after graduating from Bishop Kelley High School attended Oklahoma State University where he graduated summa cum laude with degrees in both accounting and finance. After working as an auditor for PricewaterhouseCoopers, he worked in various investment advisory roles beginning in 2010. Chas founded C.E.C. Wealth Management in 2022 and provides customized financial advice and strategic portfolio management services to individuals and institutions. He also serves as an adjunct lecturer of the Investments course at OSU-Tulsa, provides presentations on market and economic topics, and is a regular financial columnist for The Journal Record. Chas has served various community organizations over the years and enjoys spending time with his wife and their three children.

In addition to being a CFA Charterholder, Chas also holds the CPA and CFP® professional designations.

Chartered Financial Analyst

The Chartered Financial Analyst (CFA) credential has become the most respected and recognized investment designation in the world.  The CFA Program curriculum covers concepts and skills bridging academic theory, current industry practice and ethical and professional standards to provide a strong foundation of advanced investment analysis and real-world portfolio management skills. In addition to passing the three annual exams, CFA candidates must have a minimum of four years of qualified investment work experience.

Certified Public Accountant

Certified Public Accountants (CPAs) are trusted financial advisors who help individuals, businesses and other organizations plan and reach their financial goals. The process of becoming a CPA involves passing four rigorous exams covering Financial, Regulation, Business and Audit. Additionally, in order to sit for the CPA exam in Oklahoma one must have completed 150 semester hours and hold a Baccalaureate degree. Within the 150-hour requirement above, 30 semester hours must be in accounting above introductory level (minimum of one auditing course), 9 upper division hours must be in business courses and at least 76 credit hours must be upper division.

Certified Financial Planner

CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients’ best interests today to prepare them for a more secure tomorrow. To become a CFP® professional, one must pass a rigorous exam covering topics including Estate Planning; Investment Planning; Retirement Savings and Income Planning; Risk Management, Insurance & Employee Benefits Planning; Tax Planning; General Financial Planning Principles, Professional Conduct, and Regulation.