VergePointe

Working with Successful Entrepreneurs and High Net Worth Individuals

Craig J. Olson

Craig J. Olson

Craig has more than 35 years of finance experience including transactional planning, strategic planning and investment management. He has been actively involved in management buyouts, recapitalizations, growth capital financings, and financial planning.

He currently is involved as a strategic consultant to many business owners and high level executives.

Craig was previously the CFO and a Board Member of Crimson Trace Corporation, and he was involved as an outside CFO and on the Board of Advisors to Benchmade Knife Company. In addition, he has been involved as an advisor to Olukai and CRKT.

He has written financial articles for national and local publications, was featured on the cover of a national magazine, and has been a frequent lecturer on financial and investment planning to national audiences. In addition, he is a contributing author to “Tips from the Top – Targeted Advice from America’s Top Money Minds”, “Age Without Rage”, and “The Secrets of Positioning Your Business to Sell”.

He has received the Certified Financial Planner™ certification (CFP) in addition to the CPA designation. He has also received the Certified Merger and Acquisition Advisor designation (CM&AA).

He has taken active roles in civic and professional organizations, including the Association for Corporate Growth, Executive Officers Club, Estate Planning Council, Rotary Club and past president of the Palo Alto Lions Club. He has also been involved in coaching youth basketball and soccer, and enjoys spending time with his wife and three children.

Investment advisory services offered through VergePointe Wealth Management, LLC (an SEC Registered Investment Advisor)