Broker Check
Craig J. Schafer, CPA, CAP®, LUTCF

Craig J. Schafer, CPA, CAP®, LUTCF

Senior Partner

Licenses and Certiļ¬cations:

  • Certified Public Accountant
  • Life Underwriting Training Council Fellow (LUTCF)
  • Chartered Advisor in Philanthropy (CAP®)
  • Life and Health Insurance Agent
  • Series 6 Investment Company Products/Variable Contracts Limited
    Representative
  • Series 7 General Securities Representative
  • Series 63 Uniform Securities Agent State Law Examination
  • Series 65 Uniform Investment Advisor
  • Investment Advisor Representative
  • Insurance and Securities Licensed In: DC, DE, FL, GA, NJ, NC, PA.
  • Insurance Licensed in: CO, IN, MA, MD, MO, MI, NY, TX, WV.
  • Securities Licensed in: KY, NE, SC, UT.


Education:

Bachelor of Science – Pennsylvania State University, Class of '86


Professional History:

  • 1847Financial – Senior Partner (2013 – present)
  • Independence Planning Group – Partner (2003 – 2013)
  • Craig J. Schafer and Company CPA – Owner (1991 – present)
  • Deloitte & Touche (1987 – 1991)
  • Maille, Falconiero and Company (1986 – 1987)


Past and Present Professional Organizations and Committees:

  • American Institute of Certified Public Accountants
  • PA Society of Tax & Accounting Professionals - Member
  • DeSales University President’s Council
  • Dream Come True
  • Estate Planning Council of the Lehigh Valley – Board Member
  • Brian Dawkins and Jeremiah Trotter Burn Prevention Foundation Golf
    Tournament Committee Co-Chairman
  • KidsPeace Golf Tournament Committee Member
  • Kiwanis Club of Trexlertown - Past President
  • March of Dimes
  • Million Dollar Roundtable
  • Pennsylvania Institute of Certified Public Accountants - Member
  • Philanthropy International