Broker Check
Caz Levinski Craffy, ChFM ®, CWM®, AMC ®, CTEP®, CGRC®, AFA®

Caz Levinski Craffy, ChFM ®, CWM®, AMC ®, CTEP®, CGRC®, AFA®

Owner, Founder

Caz L. Craffy has been involved in the financial services industry since 1999, working for several financial organizations as well as the U. S. Army, and he brings a depth of experience and unique perspective to the services he provides his clients. He continues to serve in the United States Army, United States Civil and Psychological Operations Command, Special Operations Command as a military officer. The core values embodied in the Army acronym LDRSHIP--Loyalty, Duty, Respect, Selfless Service, Honor, Integrity, and Personal Courage—are the qualities Caz demonstrates in relationships with every client, large or small. Unparalleled client satisfaction is his constant objective; he understands the person as deeply as he understands their portfolio.

Shaped by the values of hard work and perseverance instilled by his parents, and a firm religious foundation, Caz gives 150% to any task or goal he undertakes, and no obstacles stand in his way. He thrives on the challenges presented by ever-changing financial markets and enjoys translating complex financial topics into everyday language.

Caz has always loved numbers and been interested in the financial industry, although he began his college career determined to become an anesthesiologist. A course in organic chemistry caused him to reevaluate his plans. He concluded that rather than saving people’s lives during surgery, he could contribute by exercising the same kind of care and due diligence with their financial portfolio that he would have with their health.

Currently pursuing a Doctorate in Business Administration (Finance Major) at CUNY Baruch, Zicklin School of Business, Caz holds an Executive MBA from Rutgers Business School, and a Bachelor’s in Finance from St. John's University. He has earned several certifications: ChFM ® (Chartered Financial Manager), CWM® (Certified Wealth Manager), AMC ® (Accredited Management Consultant), CTEP® (Certified Trust and Estate Planner), CGRC® (Certified Governance & Risk Consultant), and AFA® (Accredited Financial Analyst). Lastly, as part of making his clients' lives as easy as possible, Caz is also a Commissioned Notary Public of the State of New Jersey.

Originally from Jamaica, Caz was raised in Brooklyn and Queens, New York. He loved the diversity of the neighborhoods where he grew up and the opportunity to learn about different people and cultures. He admits to being addicted to learning—whether reading finance magazines or journals or learning a new language or cooking style—and he strives to grow in a positive way to be an effective role model for his children. His family—fiancée, Jana, and children, Kellen, Kendrick, Sandra, and Nicol—is the center of his world and he loves spending time with them and with his dogs Maximus, a Shiba Inu, and Skye, a Siberian Husky. Caz also enjoys exercise, long walks, and family horror movie Fridays.

Caz is active in several professional and military organizations including the Securities Traders Association, National Association of Insurance & Financial Advisors, GAFM Global Academy of Finance and Management ®. Fellow. 2019, American Finance Association, Chemical Corps Regimental Association-Lifetime Member, Veterans of Foreign Wars, Military Officers Association of America, Wounded Warrior Program, American Legion, Disabled American Veterans, Life-time Member since 2013.