Craig J. Schafer CPA, LUTCF, CAP®
Craig Schafer is a Senior Partner, bringing over three decades of experience in tax planning, financial services, and advisory leadership. With a professional background that includes time at Deloitte & Touche and ownership of his own CPA firm, Craig combines deep technical expertise with a relationship-driven approach to client service.
Craig holds multiple industry designations, including Certified Public Accountant (CPA), Life Underwriting Training Council Fellow (LUTCF), and Chartered Advisor in Philanthropy® (CAP®). His licensure spans life and health insurance, as well as securities registrations including Series 6, 7, 63, and 65. He is active in several professional organizations, including the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants.
Craig serves as a financial planner for both Rock Capital Group and 1847Financial. He was previously a Partner at Independence Planning Group. He sold his CPA practice, Craig J. Schafer and Company, to become a full time financial planner.
Craig is a graduate of Pennsylvania State University and lives in Fogelsville, PA with his wife, Kenda. They have two children: Colton, who works alongside him, and Kira, a student at Penn State. Outside the office, Craig is an avid outdoorsman who enjoys hunting, fishing, and golf.
