Craig Eppy is a graduate of the University of Central Florida with an academic background in business and finance. He is son to the president of The Eppy Group, now known as Levanti Wealth and joined the family firm in 2012. Craig loves to help people by building happy financial futures. His approach involves asking a lot of questions and really trying to understand how his clients think. This is something that Craig finds important to make sure clients get solutions that assist them in accomplishing their goals. He is a Registered Representative with his series 6, 65, and 215 licenses, allowing him to provide financial planning, as well as a variety of insurance and investment products. Craig believes in using Insurance for protection and wealth building in addition, to creating overall comprehensive plans for his clients. He is dedicated towards working with families, professionals, businesses, and the special needs community. He has a distinct ability in taking the sometimes uncomfortable and often difficult conversation of finance, and turning it into a relatable and obtainable discussion, leaving his clients at ease. He is adept in budgeting and cash flow techniques with the intent to help stabilize and increase savings.
In the area of special needs, Craig has excelled in helping families with a loved one with special needs and has a special ability to connect with these families; leading them to proper resources and planning to help secure their future. Craig continues to propel this specialty forward with great enthusiasm. His goal is to make sure every family he meets has a comprehensive plan that allows them to know that all aspects of their concerns are met, and they can sleep soundly knowing their loved one will always be taken care of.
Craig engages actively with his community and holds various positions.
Craig is long-time resident of South Florida, raised in Boca Raton and currently lives in Oakland Park with his dog, Lady.
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