Craig Eppy is the youngest Eppy at The Eppy Group. He is a graduate of the University of Central Florida where he earned his business degree in finance. Craig is a quick thinker with a great sense of humor and a love for helping people.
Craig’s focus is on product knowledge in the area of insurance and its uses both traditionally and non- traditionally to help clients reach their financial and life goals. Craig has centered, but not limited his practice, to understand and assist the legal community of Broward County. Craig is also engaged in the special needs sector of the practice and is passionate about bringing a sense of preparedness to parents who have children with special needs. Craig loves to ski and has a vision of opening a division of the firm in Colorado. Craig, and the firm as a whole, has a distinctive approach to finances, revolving fundamentally around educating clients to help facilitate their ability to make well planned decisions. He believes that growing wealth must be accompanied by a defensive plan for preparing to use this wealth at retirement while minimizing taxes and maximizing legacy planning.
Craig is excited to be involved in the community in which he was raised. Craig is a founding member of Envision Broward of United Way of Broward County and is an active volunteer there. He is a partner in SOB’s LLC, Sons of Bosses, a unique group of professionals who work in business with a parent. He is a proud member of the UCF Alumni Association of Broward County. Craig is a Ben Gurion level member of The Jewish Federation and a graduate of their Horizons program. He is currently the social chair for The Federations young leaders division and plans all of the social outings for the group. Craig has been a long time resident of South Florida having been raised in Boca Raton and is currently residing in Fort Lauderdale. He spends his spare time relaxing and hanging out with his dog, Lady.
Area(s) of Focus
- Insurance Strategies